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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 | $25,036 | $86,940-71.2% | $102,434-75.6% | $80,935-69.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.45% | 18.89%-2.4pp | 29.46%-13.0pp | 35.66%-19.2pp |
| Employer contribution / active EE | $741 | $2,370-68.7% | $3,023-75.5% | $2,757-73.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $854 | $8,047-89.4% | $9,462-91.0% | $6,924-87.7% |