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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 | $17,321 | $127,386-86.4% | $115,037-84.9% | $125,388-86.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,111 | $5,166-39.8% | $4,608-32.5% | $4,866-36.1% |
| Participant deferral / active EE | $15,629 | $6,423+143.3% | $6,026+159.3% | $5,352+192.0% |
| Admin fee / account holder | $610 | $9,516-93.6% | $8,175-92.5% | $9,541-93.6% |