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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 | $12,373 | $56,894-78.3% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.91% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,691 | $2,400+12.1% | $3,574-24.7% | $2,281+18.0% |
| Participant deferral / active EE | $2,205 | $2,709-18.6% | $3,712-40.6% | $3,203-31.2% |
| Admin fee / account holder | $1,622 | $3,581-54.7% | $5,333-69.6% | $4,296-62.2% |