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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 | $12,867 | $73,988-82.6% | $96,538-86.7% | $75,177-82.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.68% | 26.73%-11.0pp | 35.74%-20.1pp | 160.75%-145.1pp |
| Employer contribution / active EE | $4,771 | $2,930+62.8% | $3,740+27.6% | $2,671+78.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $837 | $5,220-84.0% | $6,737-87.6% | $5,651-85.2% |