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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 | $12,332 | $47,944-74.3% | $67,834-81.8% | $62,881-80.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.46% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,910 | $1,562+86.3% | $2,403+21.1% | $2,281+27.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,786 | $3,712-51.9% | $4,622-61.4% | $4,296-58.4% |