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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 | $10,350 | $52,678-80.4% | $75,784-86.3% | $59,633-82.6% |
| Participation rate | 70.3% | 67.2%+3.1pp | 75.8%-5.5pp | 68.7%+1.6pp |
| Annual return | 0.16% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $680 | $2,193-69.0% | $3,323-79.5% | $2,203-69.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,924 | $3,610-46.7% | $5,300-63.7% | $4,297-55.2% |