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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 | $19,026 | $70,418-73.0% | $96,570-80.3% | $85,847-77.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 28.20% | 18.59%+9.6pp | 37.79%-9.6pp | 318.61%-290.4pp |
| Employer contribution / active EE | $444 | $1,413-68.6% | $2,357-81.2% | $2,565-82.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $652 | $4,995-86.9% | $6,182-89.5% | $6,261-89.6% |