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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 | $16,659 | $58,828-71.7% | $78,002-78.6% | $62,881-73.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.40% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,897 | $2,686+7.9% | $3,497-17.1% | $3,203-9.5% |
| Admin fee / account holder | $592 | $4,393-86.5% | $5,481-89.2% | $4,296-86.2% |