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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 | $12,460 | $52,911-76.5% | $73,309-83.0% | $59,633-79.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.58% | 12.20%-10.6pp | 5.67%-4.1pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $1,278 | $1,909-33.1% | $3,237-60.5% | $2,203-42.0% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,363 | $3,835-64.5% | $5,635-75.8% | $4,297-68.3% |