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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 | $83,852 | $288,797-71.0% | $239,577-65.0% | $382,429-78.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 16.52% | -3.30%+19.8pp | -0.70%+17.2pp | 248.85%-232.3pp |
| Employer contribution / active EE | $10,000 | $8,558+16.9% | $7,232+38.3% | $8,036+24.4% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,918 | $18,649-89.7% | $19,315-90.1% | $30,732-93.8% |