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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 | $23,026 | $94,031-75.5% | $115,768-80.1% | $82,448-72.1% |
| Participation rate | 98.9% | 70.4%+28.4pp | 74.4%+24.5pp | 68.1%+30.8pp |
| Annual return | 0.00% | 20.61%-20.6pp | 100.46%-100.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $7,085 | $2,323+205.0% | $2,940+141.0% | $2,551+177.8% |
| Participant deferral / active EE | $14,290 | $3,972+259.8% | $4,917+190.6% | $4,139+245.2% |
| Admin fee / account holder | $548 | $10,249-94.7% | $12,439-95.6% | $7,234-92.4% |