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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 | $122,131-85.6% | $283,941-93.8% | $122,131-85.6% |
| Participation rate | 95.3% | 75.1%+20.3pp | 87.7%+7.7pp | 75.1%+20.3pp |
| Annual return | 29.41% | 16.17%+13.2pp | 1.70%+27.7pp | 16.17%+13.2pp |
| Employer contribution / active EE | $1,047 | $3,608-71.0% | $6,503-83.9% | $3,608-71.0% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $5,606-100.0% | $3,892-100.0% |
| Admin fee / account holder | $671 | $11,586-94.2% | $30,380-97.8% | $11,586-94.2% |