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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 | $89,532-95.2% | $103,447-95.8% | $80,925-94.7% |
| Participation rate | 89.8% | 76.0%+13.7pp | 80.5%+9.2pp | 67.7%+22.1pp |
| Annual return | 0.00% | 22.80%-22.8pp | 23.92%-23.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,571 | $4,023-60.9% | $4,678-66.4% | $2,756-43.0% |
| Participant deferral / active EE | $3,051 | $5,459-44.1% | $6,624-53.9% | $4,299-29.0% |
| Admin fee / account holder | $929 | $6,774-86.3% | $9,415-90.1% | $6,940-86.6% |