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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 | $23,909 | $122,131-80.4% | $913,199-97.4% | $122,131-80.4% |
| Participation rate | 96.7% | 75.1%+21.6pp | 93.9%+2.8pp | 75.1%+21.6pp |
| Annual return | 11.72% | 16.17%-4.5pp | -5.65%+17.4pp | 16.17%-4.5pp |
| Employer contribution / active EE | $1,779 | $3,608-50.7% | $10,753-83.5% | $3,608-50.7% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $6,996-100.0% | $3,892-100.0% |
| Admin fee / account holder | $1,150 | $11,586-90.1% | $93,515-98.8% | $11,586-90.1% |