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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 | $73,495 | $391,394-81.2% | $342,983-78.6% | $461,066-84.1% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 16.83% | -3.77%+20.6pp | -2.60%+19.4pp | 484.84%-468.0pp |
| Employer contribution / active EE | $18,750 | $8,803+113.0% | $7,825+139.6% | $9,163+104.6% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $3,543 | $23,519-84.9% | $22,391-84.2% | $28,147-87.4% |