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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 | $7,188 | $99,345-92.8% | $84,753-91.5% | $273,972-97.4% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 5.62% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,902 | $4,214-54.9% | $3,574-46.8% | $4,869-60.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,056 | $6,645-84.1% | $5,333-80.2% | $10,133-89.6% |