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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 | $15,989 | $65,027-75.4% | $90,970-82.4% | $79,852-80.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.18% | 30.45%-11.3pp | 134.58%-115.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,128 | $1,247+70.6% | $2,122+0.3% | $2,471-13.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $581 | $4,535-87.2% | $5,960-90.3% | $5,306-89.0% |