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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 | $27,775 | $146,267-81.0% | $197,124-85.9% | $82,448-66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 0.00% | 29.61%-29.6pp | 44.34%-44.3pp | 41.64%-41.6pp |
| Employer contribution / active EE | $3,199 | $4,723-32.3% | $6,227-48.6% | $2,551+25.4% |
| Participant deferral / active EE | $5,737 | $7,035-18.4% | $9,135-37.2% | $4,139+38.6% |
| Admin fee / account holder | $902 | $14,422-93.7% | $16,298-94.5% | $7,234-87.5% |