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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 | $15,933 | $57,828-72.4% | $117,039-86.4% | $70,126-77.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.79% | 17.55%-1.8pp | 18.95%-3.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,532 | $1,816+39.4% | $3,785-33.1% | $2,343+8.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $756 | $3,548-78.7% | $5,974-87.3% | $4,645-83.7% |