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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 | $10,330 | $45,082-77.1% | $69,464-85.1% | $72,975-85.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 24.02% | 22.66%+1.4pp | 28.98%-5.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,620 | $2,055-21.2% | $2,779-41.7% | $2,440-33.6% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $384 | $3,057-87.4% | $3,840-90.0% | $5,124-92.5% |