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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 | $16,803 | $82,028-79.5% | $123,105-86.4% | $59,633-71.8% |
| Participation rate | 98.5% | 83.2%+15.3pp | 86.8%+11.8pp | 68.7%+29.9pp |
| Annual return | 10.80% | 5.12%+5.7pp | 13.22%-2.4pp | 2041.45%-2030.7pp |
| Employer contribution / active EE | $1,059 | $3,297-67.9% | $5,151-79.4% | $2,203-51.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $364 | $5,879-93.8% | $9,014-96.0% | $4,297-91.5% |