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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 | $28,152 | $177,595-84.1% | $148,496-81.0% | $198,609-85.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.18% | 9.97%-4.8pp | 12.33%-7.2pp | 202.70%-197.5pp |
| Employer contribution / active EE | $5,678 | $4,098+38.6% | $3,497+62.3% | $5,055+12.3% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $551 | $27,010-98.0% | $19,547-97.2% | $19,030-97.1% |