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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,322 | $62,583-64.3% | $76,767-70.9% | $64,173-65.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -0.23% | -1.95%+1.7pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,562 | $1,832-14.7% | $2,485-37.1% | $2,381-34.4% |
| Participant deferral / active EE | $2,657 | $3,145-15.5% | $3,852-31.0% | $3,470-23.4% |
| Admin fee / account holder | $2,471 | $4,667-47.1% | $6,675-63.0% | $4,887-49.4% |