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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 | $21,486 | $215,361-90.0% | $171,082-87.4% | $273,972-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.88% | 25.14%-23.3pp | 32.56%-30.7pp | 41.46%-39.6pp |
| Employer contribution / active EE | $765 | $4,967-84.6% | $4,002-80.9% | $4,869-84.3% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,705 | $10,846+81.7% | $8,520+131.3% | $10,133+94.5% |