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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 | $25,966 | $587,889-95.6% | $46,211-43.8% | $587,889-95.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 90.4%+9.6pp | 87.9%+12.1pp |
| Annual return | 17.70% | 19.70%-2.0pp | -5.48%+23.2pp | 19.70%-2.0pp |
| Employer contribution / active EE | $6,797 | $21,263-68.0% | $2,793+143.4% | $21,263-68.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $2,222-100.0% | $8,361-100.0% |
| Admin fee / account holder | $2,152 | $49,457-95.6% | $1,139+88.9% | $49,457-95.6% |