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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 | $33,981-16.9% | $96,608-70.8% | $33,981-16.9% |
| Participation rate | 80.0% | 15.3%+64.7pp | 48.8%+31.3pp | 15.3%+64.7pp |
| Annual return | 10.55% | 9.75%+0.8pp | 5.63%+4.9pp | 9.75%+0.8pp |
| Employer contribution / active EE | $0 | $13,830-100.0% | $24,733-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $1,355 | $110+1134.6% | $689+96.6% | $110+1134.6% |
| Admin fee / account holder | $4,972 | $2,810+76.9% | $16,781-70.4% | $2,810+76.9% |