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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 | $21,134 | $87,733-75.9% | $106,554-80.2% | $85,851-75.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.87% | 21.86%-5.0pp | 26.80%-9.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $2,438 | $2,073+17.6% | $2,819-13.5% | $2,565-5.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,718 | $6,767-74.6% | $7,408-76.8% | $6,261-72.6% |