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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 | $15,076 | $181,896-91.7% | $156,551-90.4% | $273,972-94.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,450 | $6,248-60.8% | $5,501-55.5% | $4,869-49.7% |
| Participant deferral / active EE | $2,997 | $5,550-46.0% | $4,871-38.5% | $5,287-43.3% |
| Admin fee / account holder | $3,697 | $15,560-76.2% | $13,028-71.6% | $10,133-63.5% |