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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 | $81,446-75.0% | $103,374-80.3% | $80,874-74.8% |
| Participation rate | 98.7% | 66.9%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 14.93% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,316 | $3,107-57.7% | $3,869-66.0% | $2,756-52.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,305 | $6,715-80.6% | $8,394-84.5% | $6,935-81.2% |