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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 | $11,340 | $77,817-85.4% | $123,553-90.8% | $64,173-82.3% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.3%+1.8pp | 69.6%+14.5pp |
| Annual return | 0.92% | 12.49%-11.6pp | 119.21%-118.3pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,685 | $3,014-44.1% | $4,628-63.6% | $2,381-29.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $764 | $5,519-86.2% | $9,284-91.8% | $4,887-84.4% |