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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 | $40,263-78.3% | $57,347-84.7% | $59,632-85.3% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 1.65% | 27.50%-25.8pp | 24.40%-22.7pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $851 | $1,922-55.7% | $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 | $2,819-77.1% | $3,356-80.7% | $4,297-85.0% |