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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 | $44,076 | $554,306-92.0% | $455,660-90.3% | $554,306-92.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 88.2%+4.6pp | 84.6%+8.3pp |
| Annual return | 14.78% | 10.47%+4.3pp | 18.72%-3.9pp | 10.47%+4.3pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $10,947-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $1,870 | $3,690-49.3% | $1,211+54.4% | $3,690-49.3% |
| Admin fee / account holder | $1,376 | $49,540-97.2% | $4,920-72.0% | $49,540-97.2% |