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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 | $215,439 | $458,700-53.0% | $458,700-53.0% | $330,599-34.8% |
| Participation rate | 83.3% | 46.5%+36.8pp | 39.9%+43.5pp | 43.7%+39.6pp |
| Annual return | 7.33% | 8.44%-1.1pp | 8.61%-1.3pp | 13.05%-5.7pp |
| Employer contribution / active EE | $26,500 | $36,715-27.8% | $33,046-19.8% | $37,664-29.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $1,789 | $33,172-94.6% | $33,172-94.6% | $31,365-94.3% |