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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 | $87,060-81.8% | $105,591-85.0% | $80,911-80.4% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.6%+24.9pp |
| Annual return | 11.65% | 17.05%-5.4pp | 116.43%-104.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,111 | $2,396-53.6% | $3,166-64.9% | $2,756-59.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,021 | $8,442-87.9% | $11,024-90.7% | $6,935-85.3% |