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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 | $39,747 | $167,415-76.3% | $140,514-71.7% | $198,609-80.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 10.52% | 13.85%-3.3pp | 14.36%-3.8pp | 202.70%-192.2pp |
| Employer contribution / active EE | $7,139 | $4,088+74.6% | $3,378+111.3% | $5,055+41.2% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,473 | $16,730-79.2% | $13,697-74.6% | $19,030-81.8% |