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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 | $14,914 | $88,707-83.2% | $74,184-79.9% | $273,972-94.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.16% | 11.94%-7.8pp | 17.74%-13.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,530 | $3,159+43.4% | $2,370+91.1% | $4,869-7.0% |
| Participant deferral / active EE | $2,260 | $4,212-46.3% | $3,550-36.3% | $5,287-57.3% |
| Admin fee / account holder | $808 | $8,717-90.7% | $5,586-85.5% | $10,133-92.0% |