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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 | $14,043 | $39,162-64.1% | $100,671-86.1% | $59,633-76.5% |
| Participation rate | 96.6% | 55.9%+40.7pp | 70.7%+25.8pp | 68.7%+27.9pp |
| Annual return | 0.82% | 21.07%-20.3pp | 20.43%-19.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,268 | $1,151+10.2% | $4,012-68.4% | $2,203-42.4% |
| Participant deferral / active EE | $2,302 | $1,992+15.5% | $3,144-26.8% | $3,192-27.9% |
| Admin fee / account holder | $4,767 | $2,969+60.5% | $4,850-1.7% | $4,297+10.9% |