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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 | $92,503 | $49,655+86.3% | $205,371-55.0% | $49,655+86.3% |
| Participation rate | 100.0% | 18.6%+81.4pp | 56.2%+43.8pp | 18.6%+81.4pp |
| Annual return | 19.10% | 9.77%+9.3pp | 5.90%+13.2pp | 9.77%+9.3pp |
| Employer contribution / active EE | $1,777 | $13,890-87.2% | $24,714-92.8% | $13,890-87.2% |
| Participant deferral / active EE | $3,515 | $102+3354.4% | $644+446.0% | $102+3354.4% |
| Admin fee / account holder | $1,672 | $2,893-42.2% | $13,227-87.4% | $2,893-42.2% |