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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 | $22,988 | $96,731-76.2% | $123,973-81.5% | $86,983-73.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 31.60% | 17.33%+14.3pp | 388.13%-356.5pp | 25.83%+5.8pp |
| Employer contribution / active EE | $4,564 | $3,297+38.4% | $4,126+10.6% | $2,584+76.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,077 | $8,722-76.2% | $11,799-82.4% | $7,856-73.6% |