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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 | $34,166 | $419,767-91.9% | $86,364-60.4% | $419,767-91.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 92.7%+7.3pp | 79.5%+20.5pp |
| Annual return | 16.19% | 13.10%+3.1pp | 12.73%+3.5pp | 13.10%+3.1pp |
| Employer contribution / active EE | $0 | $15,831-100.0% | $4,636-100.0% | $15,831-100.0% |
| Participant deferral / active EE | $3,611 | $1,353+166.8% | $6,159-41.4% | $1,353+166.8% |
| Admin fee / account holder | $4,140 | $3,971+4.3% | $920+350.1% | $3,971+4.3% |