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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 | $17,870 | $117,895-84.8% | $102,460-82.6% | $145,897-87.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,399 | $3,619-33.7% | $3,025-20.7% | $4,663-48.5% |
| Participant deferral / active EE | $7,234 | $5,736+26.1% | $5,056+43.1% | $6,689+8.1% |
| Admin fee / account holder | $329 | $13,353-97.5% | $9,460-96.5% | $13,390-97.5% |