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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 | $40,376 | $146,267-72.4% | $197,124-79.5% | $82,448-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.48% | 29.61%-16.1pp | 44.34%-30.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $7,311 | $4,723+54.8% | $6,227+17.4% | $2,551+186.6% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,158 | $14,422-57.3% | $16,298-62.2% | $7,234-14.9% |