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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 | $22,266 | $78,428-71.6% | $95,960-76.8% | $79,852-72.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.36% | 19.37%-9.0pp | 91.63%-81.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,111 | $1,945-42.9% | $2,541-56.3% | $2,471-55.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $373 | $5,622-93.4% | $6,797-94.5% | $5,306-93.0% |