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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 | $16,790 | $125,797-86.7% | $170,057-90.1% | $75,177-77.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.82% | 27.20%-13.4pp | 53.42%-39.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $1,804 | $4,616-60.9% | $6,790-73.4% | $2,671-32.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,366 | $8,177-83.3% | $12,826-89.3% | $5,651-75.8% |