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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 | $16,068 | $81,504-80.3% | $102,437-84.3% | $80,959-80.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.02% | 25.60%-11.6pp | 24.95%-10.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,313 | $3,104-57.7% | $3,871-66.1% | $2,757-52.4% |
| Participant deferral / active EE | $2,422 | $3,871-37.4% | $5,060-52.1% | $4,300-43.7% |
| Admin fee / account holder | $1,398 | $6,719-79.2% | $8,388-83.3% | $6,925-79.8% |