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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 | $182,208 | $398,892-54.3% | $398,892-54.3% | $285,997-36.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 9.07% | 8.30%+0.8pp | 8.54%+0.5pp | 24.44%-15.4pp |
| Employer contribution / active EE | $35,904 | $41,025-12.5% | $37,153-3.4% | $41,348-13.2% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $1,377 | $77,551-98.2% | $77,551-98.2% | $22,013-93.7% |