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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 | $15,264 | $67,602-77.4% | $82,312-81.5% | $70,126-78.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.56% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $750 | $1,755-57.3% | $2,428-69.1% | $2,343-68.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $579 | $4,512-87.2% | $5,608-89.7% | $4,645-87.5% |