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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 | $10,635 | $39,132-72.8% | $57,196-81.4% | $62,881-83.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.09% | 9.24%-5.2pp | 14.59%-10.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $956 | $1,874-49.0% | $2,683-64.4% | $2,281-58.1% |
| Participant deferral / active EE | $961 | $2,374-59.5% | $3,096-69.0% | $3,203-70.0% |
| Admin fee / account holder | $3,780 | $2,594+45.7% | $3,141+20.4% | $4,296-12.0% |