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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 | $25,111 | $96,233-73.9% | $137,474-81.7% | $94,015-73.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 17.11% | 16.05%+1.1pp | 11.53%+5.6pp | 17.84%-0.7pp |
| Employer contribution / active EE | $1,000 | $3,713-73.1% | $5,048-80.2% | $2,790-64.2% |
| Participant deferral / active EE | $0 | $5,018-100.0% | $6,155-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,103 | $7,029-84.3% | $10,602-89.6% | $8,951-87.7% |