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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 | $28,235 | $24,265+16.4% | $110,417-74.4% | $24,265+16.4% |
| Participation rate | 80.0% | 10.4%+69.6pp | 52.7%+27.3pp | 10.4%+69.6pp |
| Annual return | 10.55% | 9.31%+1.2pp | 4.76%+5.8pp | 9.31%+1.2pp |
| Employer contribution / active EE | $0 | $13,179-100.0% | $19,766-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $1,355 | $193+603.1% | $761+78.0% | $193+603.1% |
| Admin fee / account holder | $4,972 | $4,785+3.9% | $15,244-67.4% | $4,785+3.9% |