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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 | $8,753 | $40,275-78.3% | $57,356-84.7% | $59,633-85.3% |
| Participation rate | 97.5% | 69.1%+28.4pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 1.65% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $851 | $1,921-55.7% | $2,689-68.3% | $2,203-61.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $646 | $2,820-77.1% | $3,357-80.8% | $4,297-85.0% |