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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 | $90,140 | $355,857-74.7% | $334,483-73.1% | $405,731-77.8% |
| Participation rate | 100.0% | 97.2%+2.8pp | 97.3%+2.7pp | 91.9%+8.1pp |
| Annual return | 1.42% | -1.24%+2.7pp | -1.01%+2.4pp | 4.30%-2.9pp |
| Employer contribution / active EE | $8,969 | $20,736-56.7% | $20,696-56.7% | $26,636-66.3% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $1,679 | $10,401-83.9% | $15,151-88.9% | $12,997-87.1% |