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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 | $58,381 | $330,596-82.3% | $328,982-82.3% | $270,507-78.4% |
| Participation rate | 100.0% | 97.9%+2.1pp | 97.9%+2.1pp | 93.5%+6.5pp |
| Annual return | -1.15% | -3.71%+2.6pp | -3.64%+2.5pp | -4.71%+3.6pp |
| Employer contribution / active EE | $12,338 | $31,783-61.2% | $32,630-62.2% | $25,782-52.1% |
| Participant deferral / active EE | $931 | $7,016-86.7% | $6,765-86.2% | $5,950-84.4% |
| Admin fee / account holder | $527 | $11,978-95.6% | $11,978-95.6% | $10,647-95.1% |