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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 | $8,236 | $40,263-79.5% | $57,347-85.6% | $59,632-86.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.52% | 27.50%-26.0pp | 24.40%-22.9pp | 2041.32%-2039.8pp |
| Employer contribution / active EE | $900 | $1,922-53.2% | $2,689-66.5% | $2,203-59.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $351 | $2,819-87.5% | $3,356-89.5% | $4,297-91.8% |