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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 | $11,325 | $50,947-77.8% | $74,551-84.8% | $64,173-82.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 3.56% | -1.85%+5.4pp | 32.53%-29.0pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,686 | $1,115+51.1% | $1,961-14.0% | $2,381-29.2% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,913 | $4,221-54.7% | $5,059-62.2% | $4,887-60.9% |