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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 | $30,191 | $95,404-68.4% | $113,397-73.4% | $82,637-63.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.03% | 19.08%-6.0pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,091 | $2,307+34.0% | $2,977+3.8% | $2,552+21.1% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,173 | $9,168-76.3% | $11,957-81.8% | $7,339-70.4% |