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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 | $20,008 | $468,795-95.7% | $86,364-76.8% | $468,795-95.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 92.7%+7.3pp | 85.1%+14.9pp |
| Annual return | 12.98% | 39.95%-27.0pp | 12.73%+0.3pp | 39.95%-27.0pp |
| Employer contribution / active EE | $3,479 | $28,085-87.6% | $4,636-25.0% | $28,085-87.6% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,159-100.0% | $10,110-100.0% |
| Admin fee / account holder | $663 | $8,110-91.8% | $920-27.9% | $8,110-91.8% |