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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 | $16,000 | $52,911-69.8% | $73,309-78.2% | $59,633-73.2% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -2.33% | 12.20%-14.5pp | 5.67%-8.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $3,423 | $1,909+79.4% | $3,237+5.8% | $2,203+55.4% |
| Participant deferral / active EE | $3,431 | $4,069-15.7% | $4,991-31.2% | $3,192+7.5% |
| Admin fee / account holder | $5,005 | $3,835+30.5% | $5,635-11.2% | $4,297+16.5% |