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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 | $14,769 | $51,708-71.4% | $106,619-86.1% | $62,881-76.5% |
| Participation rate | 98.7% | 66.9%+31.8pp | 78.0%+20.7pp | 69.3%+29.4pp |
| Annual return | 8.46% | 4.69%+3.8pp | 9.42%-1.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,948 | $1,764+10.5% | $3,947-50.6% | $2,281-14.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $671 | $3,349-80.0% | $6,418-89.6% | $4,296-84.4% |