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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 | $22,022 | $59,553-63.0% | $83,167-73.5% | $50,876-56.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 77.9%+17.6pp | 15.7%+79.7pp |
| Annual return | 0.98% | -0.78%+1.8pp | -0.37%+1.3pp | -7.14%+8.1pp |
| Employer contribution / active EE | $3,010 | $11,650-74.2% | $27,460-89.0% | $14,613-79.4% |
| Participant deferral / active EE | $3,193 | $997+220.3% | $1,021+212.6% | $60+5207.1% |
| Admin fee / account holder | $2,004 | $1,768+13.3% | $3,063-34.6% | $1,191+68.2% |