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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 | $19,310 | $105,284-81.7% | $150,734-87.2% | $94,015-79.5% |
| Participation rate | 97.0% | 71.7%+25.2pp | 78.4%+18.5pp | 70.8%+26.1pp |
| Annual return | 18.14% | 15.67%+2.5pp | 600.81%-582.7pp | 17.84%+0.3pp |
| Employer contribution / active EE | $3,431 | $3,599-4.7% | $4,918-30.2% | $2,790+23.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,122 | $9,839-78.4% | $14,905-85.8% | $8,951-76.3% |