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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 | $20,184 | $72,272-72.1% | $101,264-80.1% | $79,858-74.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.82% | 22.30%-6.5pp | 46.48%-30.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,029 | $2,692-61.8% | $3,660-71.9% | $2,471-58.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $759 | $4,401-82.8% | $5,947-87.2% | $5,306-85.7% |