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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 | $151,892-62.9% | $96,608-41.7% | $422,293-86.7% |
| Participation rate | 100.0% | 44.4%+55.6pp | 48.8%+51.3pp | 34.7%+65.3pp |
| Annual return | 12.75% | 4.45%+8.3pp | 5.63%+7.1pp | 12.28%+0.5pp |
| Employer contribution / active EE | $5,499 | $32,850-83.3% | $24,733-77.8% | $34,589-84.1% |
| Participant deferral / active EE | $3,586 | $252+1323.1% | $689+420.2% | $93+3760.0% |
| Admin fee / account holder | $5,021 | $26,557-81.1% | $16,781-70.1% | $47,656-89.5% |