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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 | $10,711 | $65,712-83.7% | $57,196-81.3% | $273,972-96.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.43% | 22.01%-13.6pp | 14.59%-6.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $902 | $3,782-76.2% | $3,096-70.9% | $5,287-82.9% |
| Admin fee / account holder | $2,527 | $4,838-47.8% | $3,141-19.5% | $10,133-75.1% |