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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 | $21,013 | $215,361-90.2% | $171,082-87.7% | $273,972-92.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.23% | 25.14%-22.9pp | 32.56%-30.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $7,000 | $4,967+40.9% | $4,002+74.9% | $4,869+43.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $131,543 | $10,846+1112.8% | $8,520+1444.0% | $10,133+1198.2% |