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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 | $11,600 | $48,078-75.9% | $78,676-85.3% | $62,881-81.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.53% | 31.36%-19.8pp | 62.19%-50.7pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,710 | $2,015-15.1% | $2,850-40.0% | $2,281-25.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,639 | $3,206-48.9% | $4,510-63.7% | $4,296-61.9% |