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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 | $17,281 | $56,287-69.3% | $80,977-78.7% | $62,881-72.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.92% | 22.13%-13.2pp | 17.11%-8.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,693 | $1,943+38.6% | $3,715-27.5% | $2,281+18.1% |
| Participant deferral / active EE | $2,465 | $4,196-41.2% | $5,696-56.7% | $3,203-23.0% |
| Admin fee / account holder | $1,124 | $3,742-70.0% | $5,517-79.6% | $4,296-73.8% |