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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 | $18,708 | $67,411-72.2% | $91,004-79.4% | $70,126-73.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.29% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,586 | $1,786-11.2% | $2,456-35.4% | $2,343-32.3% |
| Participant deferral / active EE | $2,120 | $2,823-24.9% | $3,548-40.2% | $3,332-36.4% |
| Admin fee / account holder | $766 | $4,236-81.9% | $5,417-85.9% | $4,645-83.5% |