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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 | $9,088 | $39,132-76.8% | $57,196-84.1% | $62,881-85.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.13% | 9.24%+1.9pp | 14.59%-3.5pp | 20.14%-9.0pp |
| Employer contribution / active EE | $676 | $1,874-63.9% | $2,683-74.8% | $2,281-70.4% |
| Participant deferral / active EE | $1,093 | $2,374-54.0% | $3,096-64.7% | $3,203-65.9% |
| Admin fee / account holder | $1,166 | $2,594-55.1% | $3,141-62.9% | $4,296-72.9% |