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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 | $23,405 | $531,693-95.6% | $286,620-91.8% | $531,693-95.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 79.5%+20.5pp | 85.7%+14.3pp |
| Annual return | 1.29% | -13.27%+14.6pp | -10.99%+12.3pp | -13.27%+14.6pp |
| Employer contribution / active EE | $3,504 | $26,843-86.9% | $27,423-87.2% | $26,843-86.9% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $2,025-100.0% | $7,797-100.0% |
| Admin fee / account holder | $426 | $75,116-99.4% | $71,441-99.4% | $75,116-99.4% |