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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 | $10,338 | $84,236-87.7% | $170,439-93.9% | $70,124-85.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.05% | 23.06%-8.0pp | 205.94%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $437 | $3,387-87.1% | $5,433-91.9% | $2,342-81.3% |
| Participant deferral / active EE | $2,097 | $3,086-32.0% | $4,939-57.5% | $3,332-37.1% |
| Admin fee / account holder | $2,738 | $5,698-52.0% | $13,881-80.3% | $4,645-41.1% |