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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 | $12,216 | $63,845-80.9% | $81,370-85.0% | $80,959-84.9% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.5%+13.8pp | 67.7%+15.7pp |
| Annual return | 16.56% | 16.37%+0.2pp | 24.85%-8.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $4,273 | $1,980+115.9% | $2,464+73.4% | $2,757+55.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $325 | $5,688-94.3% | $5,749-94.4% | $6,925-95.3% |