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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 | $14,618 | $110,083-86.7% | $151,645-90.4% | $68,490-78.7% |
| Participation rate | 98.5% | 84.0%+14.5pp | 87.5%+11.0pp | 67.9%+30.6pp |
| Annual return | 3.30% | -10.12%+13.4pp | 3.34%0pp | -7.85%+11.2pp |
| Employer contribution / active EE | $2,462 | $4,470-44.9% | $6,165-60.1% | $2,597-5.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,354 | $7,718-82.4% | $11,614-88.3% | $5,403-74.9% |