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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 | $20,541 | $110,083-81.3% | $151,645-86.5% | $68,490-70.0% |
| Participation rate | 98.0% | 84.0%+14.1pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | 4.80% | -10.12%+14.9pp | 3.34%+1.5pp | -7.85%+12.7pp |
| Employer contribution / active EE | $4,344 | $4,470-2.8% | $6,165-29.5% | $2,597+67.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,905 | $7,718-75.3% | $11,614-83.6% | $5,403-64.7% |