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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 | $10,928 | $54,763-80.0% | $90,324-87.9% | $72,976-85.0% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.3%+23.9pp | 69.5%+27.7pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,069 | $2,093-1.2% | $2,856-27.6% | $2,440-15.2% |
| Participant deferral / active EE | $2,685 | $2,887-7.0% | $3,885-30.9% | $3,608-25.6% |
| Admin fee / account holder | $551 | $3,973-86.1% | $5,356-89.7% | $5,124-89.2% |