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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 | $8,628 | $40,264-78.6% | $57,349-85.0% | $59,633-85.5% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | 0.77% | 27.51%-26.7pp | 24.40%-23.6pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $1,630 | $1,922-15.2% | $2,689-39.4% | $2,203-26.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $359 | $2,819-87.2% | $3,356-89.3% | $4,297-91.6% |