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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 | $32,180 | $94,529-66.0% | $140,019-77.0% | $64,173-49.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.81% | 7.77%-2.0pp | 651.17%-645.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $5,289 | $3,812+38.7% | $5,605-5.6% | $2,381+122.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,155 | $6,741-53.2% | $10,705-70.5% | $4,887-35.5% |