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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 | $10,071 | $153,311-93.4% | $109,313-90.8% | $273,970-96.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.59% | 29.86%-20.3pp | 22.07%-12.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $9,294 | $5,619+65.4% | $3,892+138.8% | $4,869+90.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26,208 | $8,076+224.5% | $5,666+362.5% | $10,132+158.7% |