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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 | $13,195 | $72,269-81.7% | $101,271-87.0% | $79,852-83.5% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.8%+21.1pp | 69.6%+27.3pp |
| Annual return | 16.33% | 22.29%-6.0pp | 46.48%-30.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $621 | $2,692-76.9% | $3,660-83.0% | $2,471-74.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,345 | $4,401-69.4% | $5,948-77.4% | $5,306-74.7% |