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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 | $11,875 | $45,152-73.7% | $73,836-83.9% | $59,633-80.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.30% | 27.40%-25.1pp | 2268.06%-2265.8pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $561 | $1,901-70.5% | $2,787-79.9% | $2,203-74.5% |
| Participant deferral / active EE | $2,080 | $2,573-19.2% | $3,583-42.0% | $3,192-34.8% |
| Admin fee / account holder | $2,072 | $3,515-41.0% | $4,882-57.6% | $4,297-51.8% |