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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 | $4,316 | $89,515-95.2% | $103,486-95.8% | $80,935-94.7% |
| Participation rate | 89.8% | 76.0%+13.8pp | 80.5%+9.2pp | 67.7%+22.1pp |
| Annual return | 0.00% | 22.82%-22.8pp | 23.93%-23.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,571 | $4,015-60.9% | $4,679-66.4% | $2,757-43.0% |
| Participant deferral / active EE | $3,051 | $5,463-44.1% | $6,628-54.0% | $4,299-29.0% |
| Admin fee / account holder | $929 | $6,527-85.8% | $9,354-90.1% | $6,924-86.6% |