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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 | $24,074 | $75,134-68.0% | $61,972-61.2% | $75,134-68.0% |
| Participation rate | 100.0% | 53.2%+46.8pp | 85.5%+14.5pp | 53.2%+46.8pp |
| Annual return | 25.00% | 14.56%+10.4pp | 17.56%+7.4pp | 14.56%+10.4pp |
| Employer contribution / active EE | $0 | $17,726-100.0% | $3,238-100.0% | $17,726-100.0% |
| Participant deferral / active EE | $2,120 | $1,709+24.0% | $2,253-5.9% | $1,709+24.0% |
| Admin fee / account holder | $857 | $1,275-32.8% | $2,572-66.7% | $1,275-32.8% |