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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 | $15,815 | $73,787-78.6% | $98,716-84.0% | $82,448-80.8% |
| Participation rate | 89.5% | 61.4%+28.1pp | 69.3%+20.2pp | 68.1%+21.4pp |
| Annual return | 15.20% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,500 | $1,511-0.7% | $2,279-34.2% | $2,551-41.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,692 | $6,500-43.2% | $8,703-57.6% | $7,234-49.0% |