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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 | $17,905 | $81,476-78.0% | $102,383-82.5% | $80,925-77.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.01% | 25.59%-14.6pp | 24.94%-13.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,777 | $3,105-10.5% | $3,870-28.2% | $2,756+0.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $331 | $6,717-95.1% | $8,391-96.1% | $6,940-95.2% |