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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 | $15,188 | $153,769-90.1% | $133,975-88.7% | $273,972-94.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,878 | $6,029-19.1% | $5,211-6.4% | $4,869+0.2% |
| Participant deferral / active EE | $11,003 | $6,958+58.1% | $6,282+75.2% | $5,287+108.1% |
| Admin fee / account holder | $667 | $11,765-94.3% | $9,324-92.8% | $10,133-93.4% |