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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 | $142,972-71.8% | $214,702-81.2% | $86,983-53.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 13.48% | 18.49%-5.0pp | 54.55%-41.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $7,311 | $4,635+57.7% | $6,461+13.2% | $2,584+182.9% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,158 | $17,617-65.0% | $19,830-68.9% | $7,856-21.6% |