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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 | $76,834-79.4% | $108,359-85.4% | $87,485-81.9% |
| Participation rate | 89.5% | 61.7%+27.7pp | 70.1%+19.4pp | 68.9%+20.5pp |
| Annual return | 15.20% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,500 | $1,556-3.6% | $2,399-37.5% | $2,596-42.2% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,692 | $6,537-43.5% | $9,741-62.1% | $7,775-52.5% |