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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 | $6,752 | $64,517-89.5% | $81,438-91.7% | $80,874-91.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.11% | 16.35%-2.2pp | 24.74%-10.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,450 | $1,982-26.8% | $2,460-41.1% | $2,756-47.4% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $799 | $5,677-85.9% | $5,764-86.1% | $6,935-88.5% |