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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 | $263,825-92.2% | $514,175-96.0% | $263,825-92.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 68.6%+31.4pp | 78.8%+21.2pp |
| Annual return | 8.02% | 13.08%-5.1pp | 12.66%-4.6pp | 13.08%-5.1pp |
| Employer contribution / active EE | $10,000 | $11,436-12.6% | $19,058-47.5% | $11,436-12.6% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $1,030-100.0% | $5,893-100.0% |
| Admin fee / account holder | $5,412 | $32,179-83.2% | $1,353+300.0% | $32,179-83.2% |