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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 | $62,989 | $239,436-73.7% | $227,282-72.3% | $286,788-78.0% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 36.21% | 10.53%+25.7pp | 10.75%+25.5pp | 9.30%+26.9pp |
| Employer contribution / active EE | $9,864 | $37,410-73.6% | $35,170-72.0% | $43,748-77.5% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $353 | $4,800-92.6% | $4,611-92.3% | $12,596-97.2% |