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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 | $16,284 | $46,877-65.3% | $122,354-86.7% | $70,126-76.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.19% | 24.22%-11.0pp | 30.28%-17.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,311 | $1,288+1.7% | $4,051-67.6% | $2,343-44.1% |
| Participant deferral / active EE | $2,275 | $2,167+5.0% | $3,287-30.8% | $3,332-31.7% |
| Admin fee / account holder | $1,612 | $3,324-51.5% | $5,479-70.6% | $4,645-65.3% |