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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 | $10,648 | $177,156-94.0% | $147,027-92.8% | $154,746-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 21.94%-21.9pp | 20.23%-20.2pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,292 | $5,797+77.5% | $4,933+108.6% | $6,730+52.9% |
| Admin fee / account holder | $550 | $14,904-96.3% | $12,223-95.5% | $14,365-96.2% |