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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 | $20,383 | $104,098-80.4% | $140,514-85.5% | $94,015-78.3% |
| Participation rate | 98.2% | 73.7%+24.5pp | 77.8%+20.4pp | 70.8%+27.4pp |
| Annual return | 19.92% | 15.14%+4.8pp | 14.36%+5.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $787 | $2,388-67.1% | $3,378-76.7% | $2,790-71.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $940 | $10,439-91.0% | $13,697-93.1% | $8,951-89.5% |