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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 | $37,394 | $151,314-75.3% | $258,236-85.5% | $122,131-69.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 81.9%+18.1pp | 75.1%+24.9pp |
| Annual return | 16.79% | 15.82%+1.0pp | -3.31%+20.1pp | 16.17%+0.6pp |
| Employer contribution / active EE | $3,692 | $5,035-26.7% | $7,891-53.2% | $3,608+2.3% |
| Participant deferral / active EE | $0 | $4,073-100.0% | $5,237-100.0% | $3,892-100.0% |
| Admin fee / account holder | $5,740 | $10,152-43.5% | $14,475-60.3% | $11,586-50.5% |