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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 | $56,339 | $196,569-71.3% | $110,417-49.0% | $380,063-85.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 58.0%+42.0pp | 27.7%+72.3pp |
| Annual return | 12.75% | 0.70%+12.1pp | 4.13%+8.6pp | 15.59%-2.8pp |
| Employer contribution / active EE | $5,499 | $22,011-75.0% | $15,783-65.2% | $33,256-83.5% |
| Participant deferral / active EE | $3,586 | $588+509.9% | $1,006+256.4% | $83+4222.5% |
| Admin fee / account holder | $5,021 | $22,216-77.4% | $15,244-67.1% | $21,009-76.1% |