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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 | $66,168 | $554,306-88.1% | $112,164-41.0% | $554,306-88.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 98.4%+1.6pp | 84.6%+15.4pp |
| Annual return | 8.84% | 10.47%-1.6pp | 8.76%+0.1pp | 10.47%-1.6pp |
| Employer contribution / active EE | $2,278 | $25,289-91.0% | $4,033-43.5% | $25,289-91.0% |
| Participant deferral / active EE | $7,233 | $3,690+96.0% | $4,286+68.8% | $3,690+96.0% |
| Admin fee / account holder | $11,878 | $49,540-76.0% | $2,450+384.7% | $49,540-76.0% |