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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 | $15,372 | $56,894-73.0% | $84,753-81.9% | $62,881-75.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.85% | 6.30%-1.5pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,000 | $2,400+66.7% | $3,574+11.9% | $2,281+75.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $872 | $3,581-75.6% | $5,333-83.6% | $4,296-79.7% |