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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 | $7,765 | $45,152-82.8% | $73,836-89.5% | $59,633-87.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.95% | 27.40%-24.5pp | 2268.06%-2265.1pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $740 | $1,901-61.1% | $2,787-73.5% | $2,203-66.4% |
| Participant deferral / active EE | $1,654 | $2,573-35.7% | $3,583-53.8% | $3,192-48.2% |
| Admin fee / account holder | $2,888 | $3,515-17.8% | $4,882-40.8% | $4,297-32.8% |