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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 | $41,122 | $531,493-92.3% | $404,842-89.8% | $531,493-92.3% |
| Participation rate | 93.3% | 86.9%+6.5pp | 98.3%-5.0pp | 86.9%+6.5pp |
| Annual return | 19.14% | 9.82%+9.3pp | 24.27%-5.1pp | 9.82%+9.3pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $16,592-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $1,608 | $6,107-73.7% | $2,026-20.7% | $6,107-73.7% |
| Admin fee / account holder | $890 | $42,466-97.9% | $5,362-83.4% | $42,466-97.9% |