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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 | $15,061 | $72,492-79.2% | $87,104-82.7% | $72,975-79.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.90% | 24.46%-1.6pp | 28.19%-5.3pp | 81.01%-58.1pp |
| Employer contribution / active EE | $769 | $1,894-59.4% | $2,521-69.5% | $2,440-68.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $774 | $5,055-84.7% | $7,491-89.7% | $5,124-84.9% |