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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 | $15,476 | $60,349-74.4% | $74,184-79.1% | $62,881-75.4% |
| Participation rate | 98.5% | 72.7%+25.8pp | 76.6%+21.9pp | 69.3%+29.2pp |
| Annual return | 6.26% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,416 | $1,680+43.8% | $2,370+1.9% | $2,281+5.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $404 | $4,261-90.5% | $5,586-92.8% | $4,296-90.6% |