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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 | $19,857 | $72,404-72.6% | $110,243-82.0% | $64,173-69.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.34% | -6.29%+20.6pp | 314.76%-300.4pp | 7.63%+6.7pp |
| Employer contribution / active EE | $4,825 | $2,282+111.5% | $3,827+26.1% | $2,381+102.7% |
| Participant deferral / active EE | $3,997 | $3,469+15.2% | $4,672-14.4% | $3,470+15.2% |
| Admin fee / account holder | $1,198 | $5,664-78.9% | $8,548-86.0% | $4,887-75.5% |