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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 | $10,655 | $117,565-90.9% | $104,783-89.8% | $484,799-97.8% |
| Participation rate | 100.0% | 100.0%0pp | 88.3%+11.7pp | 91.1%+8.9pp |
| Annual return | 23.58% | 3.86%+19.7pp | 4.82%+18.8pp | 5.95%+17.6pp |
| Employer contribution / active EE | $0 | $42,875-100.0% | $33,773-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $9,110 | $1,254+626.4% | $1,165+682.3% | $6,572+38.6% |
| Admin fee / account holder | $2,805 | $1,853+51.4% | $1,648+70.2% | $18,209-84.6% |