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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 | $15,990 | $15,9900% | $15,9900% | $248,183-93.6% |
| Participation rate | 100.0% | 50.0%+50.0pp | 20.0%+80.0pp | 45.9%+54.1pp |
| Annual return | 3.69% | 7.81%-4.1pp | 8.74%-5.0pp | 10.21%-6.5pp |
| Employer contribution / active EE | $2,500 | $24,273-89.7% | $19,869-87.4% | $42,272-94.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $121-100.0% |
| Admin fee / account holder | $627 | $6270% | $6270% | $13,518-95.4% |