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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 | $25,992 | $127,229-79.6% | $115,939-77.6% | $237,064-89.0% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 12.76% | 3.55%+9.2pp | 3.97%+8.8pp | 4.16%+8.6pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $15,197 | $205+7296.1% | $274+5439.0% | $128+11788.6% |
| Admin fee / account holder | $116,194 | $15,835+633.8% | $12,837+805.2% | $21,465+441.3% |