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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 | $10,116 | $43,333-76.7% | $59,883-83.1% | $64,181-84.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.67% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $2,774 | $2,029+36.7% | $2,722+1.9% | $2,381+16.5% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $317 | $3,006-89.5% | $3,591-91.2% | $4,887-93.5% |