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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 | $18,742 | $136,307-86.3% | $106,619-82.4% | $273,972-93.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.97% | 11.05%-3.1pp | 9.42%-1.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,577 | $5,190-50.3% | $3,947-34.7% | $4,869-47.1% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $817 | $8,625-90.5% | $6,418-87.3% | $10,133-91.9% |