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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 | $139,667 | $68,025+105.3% | $220,428-36.6% | $198,586-29.7% |
| Participation rate | 100.0% | 38.3%+61.7pp | 43.5%+56.5pp | 13.5%+86.5pp |
| Annual return | 7.65% | 9.03%-1.4pp | 90.61%-83.0pp | 9.29%-1.6pp |
| Employer contribution / active EE | $41,504 | $14,065+195.1% | $32,730+26.8% | $15,168+173.6% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $5,077 | $1,029+393.5% | $12,805-60.3% | $2,037+149.2% |