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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 | $63,773-89.4% | $81,286-91.7% | $80,925-91.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.11% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,450 | $1,979-26.8% | $2,463-41.1% | $2,756-47.4% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $799 | $5,682-85.9% | $5,764-86.1% | $6,940-88.5% |