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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 | $116,462-79.5% | $740,967-96.8% | $116,462-79.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 93.1%+3.5pp | 74.7%+22.0pp |
| Annual return | 11.72% | 15.65%-3.9pp | 11.85%-0.1pp | 15.65%-3.9pp |
| Employer contribution / active EE | $1,779 | $3,231-44.9% | $10,506-83.1% | $3,231-44.9% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $6,284-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,150 | $12,754-91.0% | $75,689-98.5% | $12,754-91.0% |