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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 | $15,884 | $87,132-81.8% | $105,624-85.0% | $80,959-80.4% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 11.65% | 17.03%-5.4pp | 116.20%-104.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,111 | $2,397-53.6% | $3,168-64.9% | $2,757-59.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,021 | $8,449-87.9% | $10,961-90.7% | $6,925-85.3% |