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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 | $12,542 | $51,708-75.7% | $106,619-88.2% | $62,881-80.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.07% | 4.69%+3.4pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,389 | $1,764-21.2% | $3,947-64.8% | $2,281-39.1% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $835 | $3,349-75.1% | $6,418-87.0% | $4,296-80.6% |