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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 | $20,606 | $212,777-90.3% | $173,703-88.1% | $198,609-89.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.79% | 18.82%-6.0pp | 17.46%-4.7pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,500 | $5,214-52.0% | $4,288-41.7% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $379 | $19,536-98.1% | $15,562-97.6% | $19,030-98.0% |