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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 | $47,394 | $264,545-82.1% | $186,774-74.6% | $287,034-83.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 55.8%+44.2pp | 55.9%+44.1pp |
| Annual return | 13.23% | 8.01%+5.2pp | 7.78%+5.4pp | 24.44%-11.2pp |
| Employer contribution / active EE | $5,166 | $41,524-87.6% | $32,517-84.1% | $41,344-87.5% |
| Participant deferral / active EE | $1,335 | $359+271.7% | $504+165.0% | $55+2308.3% |
| Admin fee / account holder | $8,411 | $2,053+309.8% | $3,044+176.3% | $22,013-61.8% |