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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 | $119,671 | $280,515-57.3% | $278,735-57.1% | $263,064-54.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | -4.77% | -5.15%+0.4pp | -5.00%+0.2pp | -1.59%-3.2pp |
| Employer contribution / active EE | $5,438 | $38,407-85.8% | $38,789-86.0% | $33,160-83.6% |
| Participant deferral / active EE | $10,101 | $15,622-35.3% | $15,064-32.9% | $7,831+29.0% |
| Admin fee / account holder | $1,664 | $8,605-80.7% | $8,885-81.3% | $9,535-82.5% |