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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 | $12,508 | $124,425-89.9% | $112,040-88.8% | $137,256-90.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $6,107 | $3,411+79.0% | $2,954+106.7% | $4,156+46.9% |
| Participant deferral / active EE | $10,517 | $5,718+83.9% | $5,098+106.3% | $6,407+64.1% |
| Admin fee / account holder | $347 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |