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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 | $15,595 | $37,864-58.8% | $60,233-74.1% | $37,864-58.8% |
| Participation rate | 97.9% | 68.6%+29.3pp | 93.7%+4.1pp | 68.6%+29.3pp |
| Annual return | 14.63% | 10.04%+4.6pp | 22.54%-7.9pp | 10.04%+4.6pp |
| Employer contribution / active EE | $3,082 | $16,070-80.8% | $10,569-70.8% | $16,070-80.8% |
| Participant deferral / active EE | $0 | $1,817-100.0% | $1,608-100.0% | $1,817-100.0% |
| Admin fee / account holder | $4,036 | $2,256+78.9% | $1,345+200.0% | $2,256+78.9% |