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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 | $38,371 | $335,518-88.6% | $102,479-62.6% | $335,518-88.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 93.2%+6.8pp | 61.0%+39.0pp |
| Annual return | 13.25% | 11.71%+1.5pp | 14.30%-1.1pp | 11.71%+1.5pp |
| Employer contribution / active EE | $2,374 | $12,554-81.1% | $5,140-53.8% | $12,554-81.1% |
| Participant deferral / active EE | $2,374 | $1,778+33.6% | $8,295-71.4% | $1,778+33.6% |
| Admin fee / account holder | $2,583 | $6,926-62.7% | $843+206.2% | $6,926-62.7% |