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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 | $17,645 | $132,820-86.7% | $342,983-94.9% | $132,820-86.7% |
| Participation rate | 95.3% | 74.3%+21.1pp | 88.2%+7.1pp | 74.3%+21.1pp |
| Annual return | 29.41% | 14.82%+14.6pp | -2.60%+32.0pp | 14.82%+14.6pp |
| Employer contribution / active EE | $1,047 | $4,144-74.7% | $7,825-86.6% | $4,144-74.7% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $6,109-100.0% | $3,980-100.0% |
| Admin fee / account holder | $671 | $11,722-94.3% | $22,391-97.0% | $11,722-94.3% |