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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 | $23,250 | $405,731-94.3% | $147,304-84.2% | $405,731-94.3% |
| Participation rate | 83.3% | 91.9%-8.6pp | 84.4%-1.1pp | 91.9%-8.6pp |
| Annual return | 1.38% | 4.30%-2.9pp | 29.24%-27.9pp | 4.30%-2.9pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,766-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $1,000 | $5,788-82.7% | $5,076-80.3% | $5,788-82.7% |
| Admin fee / account holder | $1,500 | $12,997-88.5% | $7,571-80.2% | $12,997-88.5% |