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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 | $24,265+61.6% | $110,417-64.5% | $24,265+61.6% |
| Participation rate | 100.0% | 11.2%+88.8pp | 58.0%+42.0pp | 11.2%+88.8pp |
| Annual return | 10.70% | 9.01%+1.7pp | 4.13%+6.6pp | 9.01%+1.7pp |
| Employer contribution / active EE | $2,840 | $12,866-77.9% | $15,783-82.0% | $12,866-77.9% |
| Participant deferral / active EE | $0 | $260-100.0% | $1,006-100.0% | $260-100.0% |
| Admin fee / account holder | $4,598 | $4,785-3.9% | $15,244-69.8% | $4,785-3.9% |