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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 | $168,173 | $531,493-68.4% | $235,547-28.6% | $531,493-68.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 100.0%0pp | 86.9%+13.1pp |
| Annual return | 17.86% | 9.82%+8.0pp | -11.83%+29.7pp | 9.82%+8.0pp |
| Employer contribution / active EE | $6,977 | $22,221-68.6% | $54,328-87.2% | $22,221-68.6% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $322-100.0% | $6,107-100.0% |
| Admin fee / account holder | $667 | $42,466-98.4% | $14,083-95.3% | $42,466-98.4% |