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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 | $19,823 | $66,764-70.3% | $88,497-77.6% | $62,881-68.5% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 23.98% | 10.37%+13.6pp | 7.63%+16.4pp | 20.14%+3.8pp |
| Employer contribution / active EE | $16,883 | $3,077+448.7% | $4,036+318.3% | $2,281+640.2% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,353 | $4,668-71.0% | $6,220-78.2% | $4,296-68.5% |