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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 | $19,077 | $54,380-64.9% | $68,509-72.2% | $59,633-68.0% |
| Participation rate | 98.4% | 70.2%+28.2pp | 74.7%+23.7pp | 68.7%+29.7pp |
| Annual return | 12.59% | 2.83%+9.8pp | 8.27%+4.3pp | 2041.40%-2028.8pp |
| Employer contribution / active EE | $952 | $1,539-38.1% | $2,278-58.2% | $2,203-56.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $964 | $3,885-75.2% | $5,275-81.7% | $4,297-77.6% |