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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 | $20,540 | $305,846-93.3% | $382,386-94.6% | $305,846-93.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 76.0%+24.0pp | 78.7%+21.3pp |
| Annual return | 8.02% | 15.13%-7.1pp | 10.53%-2.5pp | 15.13%-7.1pp |
| Employer contribution / active EE | $10,000 | $13,736-27.2% | $22,691-55.9% | $13,736-27.2% |
| Participant deferral / active EE | $0 | $7,119-100.0% | $0 | $7,119-100.0% |
| Admin fee / account holder | $5,412 | $37,539-85.6% | $1,353+300.0% | $37,539-85.6% |