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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 | $14,617 | $167,352-91.3% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.94% | 0.47%+0.5pp | -0.03%+1.0pp | 418.13%-417.2pp |
| Employer contribution / active EE | $5,199 | $5,620-7.5% | $4,952+5.0% | $4,741+9.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,212 | $18,091-38.0% | $14,675-23.6% | $11,427-1.9% |