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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 | $11,584 | $56,894-79.6% | $84,753-86.3% | $62,881-81.6% |
| Participation rate | 82.2% | 68.5%+13.7pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,363 | $2,400-1.6% | $3,574-33.9% | $2,281+3.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $597 | $3,581-83.3% | $5,333-88.8% | $4,296-86.1% |