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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 | $7,834 | $65,367-88.0% | $92,915-91.6% | $72,976-89.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.41% | 42.11%-23.7pp | 109.45%-91.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $929 | $2,594-64.2% | $3,653-74.6% | $2,440-61.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,081 | $4,251-51.1% | $5,796-64.1% | $5,124-59.4% |