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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 | $20,364 | $81,504-75.0% | $102,437-80.1% | $80,959-74.8% |
| Participation rate | 98.7% | 66.9%+31.8pp | 74.5%+24.2pp | 67.7%+31.0pp |
| Annual return | 14.93% | 25.60%-10.7pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,316 | $3,104-57.6% | $3,871-66.0% | $2,757-52.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,305 | $6,719-80.6% | $8,388-84.4% | $6,925-81.2% |