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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 | $18,371 | $72,273-74.6% | $101,275-81.9% | $79,856-77.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.34% | 22.30%-9.0pp | 46.48%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,176 | $2,691-56.3% | $3,660-67.9% | $2,471-52.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $495 | $4,401-88.8% | $5,948-91.7% | $5,306-90.7% |