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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 | $186,864 | $212,470-12.1% | $428,620-56.4% | $254,542-26.6% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 16.39% | 21.43%-5.0pp | 20.73%-4.3pp | 12.16%+4.2pp |
| Employer contribution / active EE | $44,798 | $39,472+13.5% | $36,503+22.7% | $44,747+0.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $875 | $5,476-84.0% | $7,495-88.3% | $17,640-95.0% |