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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 | $39,204 | $49,655-21.0% | $205,371-80.9% | $49,655-21.0% |
| Participation rate | 100.0% | 18.6%+81.4pp | 56.2%+43.8pp | 18.6%+81.4pp |
| Annual return | 10.70% | 9.77%+0.9pp | 5.90%+4.8pp | 9.77%+0.9pp |
| Employer contribution / active EE | $2,840 | $13,890-79.6% | $24,714-88.5% | $13,890-79.6% |
| Participant deferral / active EE | $0 | $102-100.0% | $644-100.0% | $102-100.0% |
| Admin fee / account holder | $4,598 | $2,893+58.9% | $13,227-65.2% | $2,893+58.9% |