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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 | $18,062 | $93,598-80.7% | $135,974-86.7% | $75,173-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.39% | 30.89%-6.5pp | 68.30%-43.9pp | 160.72%-136.3pp |
| Employer contribution / active EE | $3,529 | $3,538-0.3% | $4,859-27.4% | $2,671+32.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $664 | $6,978-90.5% | $10,767-93.8% | $5,651-88.2% |