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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% | $97,195-42.0% | $328,120-82.8% |
| Participation rate | 100.0% | 44.4%+55.6pp | 45.3%+54.7pp | 34.1%+65.9pp |
| Annual return | 12.75% | 3.50%+9.2pp | 5.08%+7.7pp | 13.02%-0.3pp |
| Employer contribution / active EE | $5,499 | $28,654-80.8% | $21,287-74.2% | $34,257-83.9% |
| Participant deferral / active EE | $3,586 | $341+950.4% | $803+346.8% | $62+5711.9% |
| Admin fee / account holder | $5,021 | $26,557-81.1% | $19,300-74.0% | $39,117-87.2% |