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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 | $18,348 | $669,896-97.3% | $276,048-93.4% | $669,896-97.3% |
| Participation rate | 100.0% | 90.5%+9.5pp | 84.7%+15.3pp | 90.5%+9.5pp |
| Annual return | 2.30% | 11.25%-9.0pp | 2.80%-0.5pp | 11.25%-9.0pp |
| Employer contribution / active EE | $2,698 | $23,407-88.5% | $14,311-81.1% | $23,407-88.5% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $2,669-100.0% | $8,339-100.0% |
| Admin fee / account holder | $516 | $52,310-99.0% | $18,940-97.3% | $52,310-99.0% |