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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 | $10,456 | $83,485-87.5% | $125,192-91.6% | $72,975-85.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.56% | 25.77%-8.2pp | 43.79%-26.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $2,282 | $2,346-2.7% | $3,866-41.0% | $2,440-6.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $714 | $5,518-87.1% | $9,704-92.6% | $5,124-86.1% |