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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 | $289,147-92.9% | $398,943-94.9% | $289,147-92.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 68.8%+31.2pp | 80.8%+19.2pp |
| Annual return | 8.02% | 12.61%-4.6pp | 12.10%-4.1pp | 12.61%-4.6pp |
| Employer contribution / active EE | $10,000 | $13,617-26.6% | $17,661-43.4% | $13,617-26.6% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $5,412 | $23,026-76.5% | $1,706+217.2% | $23,026-76.5% |