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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 | $14,099 | $58,828-76.0% | $78,002-81.9% | $62,881-77.6% |
| Participation rate | 88.2% | 71.1%+17.2pp | 75.5%+12.7pp | 69.3%+18.9pp |
| Annual return | 5.05% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $588 | $1,672-64.8% | $2,470-76.2% | $2,281-74.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $852 | $4,393-80.6% | $5,481-84.5% | $4,296-80.2% |