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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 | $12,343 | $50,947-75.8% | $74,551-83.4% | $64,173-80.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 27.03% | -1.85%+28.9pp | 32.53%-5.5pp | 7.63%+19.4pp |
| Employer contribution / active EE | $2,854 | $1,115+155.9% | $1,961+45.5% | $2,381+19.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $354 | $4,221-91.6% | $5,059-93.0% | $4,887-92.7% |