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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 | $18,266 | $75,963-76.0% | $97,995-81.4% | $70,126-74.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 14.73% | 19.26%-4.5pp | 23.94%-9.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $7,266 | $3,278+121.7% | $4,158+74.7% | $2,343+210.2% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,507 | $5,407-53.6% | $5,943-57.8% | $4,645-46.0% |