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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 | $10,062 | $64,307-84.4% | $57,349-82.5% | $125,388-92.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.73% | 25.14%-25.9pp | 24.40%-25.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,321 | $3,193-58.6% | $2,689-50.9% | $4,866-72.9% |
| Participant deferral / active EE | $1,602 | $3,847-58.4% | $3,162-49.3% | $5,352-70.1% |
| Admin fee / account holder | $1,615 | $5,242-69.2% | $3,356-51.9% | $9,541-83.1% |