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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 | $14,224 | $81,504-82.5% | $102,437-86.1% | $80,959-82.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.60% | 25.60%-11.0pp | 24.95%-10.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,774 | $3,104+86.1% | $3,871+49.2% | $2,757+109.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,221 | $6,719-81.8% | $8,388-85.4% | $6,925-82.4% |