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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 | $99,641 | $369,662-73.0% | $366,691-72.8% | $430,769-76.9% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 5.79% | 4.14%+1.6pp | 4.33%+1.5pp | 10.77%-5.0pp |
| Employer contribution / active EE | $11,993 | $20,741-42.2% | $20,650-41.9% | $26,022-53.9% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $1,717 | $28,289-93.9% | $27,257-93.7% | $18,309-90.6% |