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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 | $36,003 | $162,281-77.8% | $362,723-90.1% | $254,542-85.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 37.9%+62.1pp | 47.3%+52.7pp |
| Annual return | 17.20% | 10.22%+7.0pp | 10.56%+6.6pp | 12.16%+5.0pp |
| Employer contribution / active EE | $0 | $37,392-100.0% | $30,199-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $405 | $1,182-65.7% | $2,168-81.3% | $17,640-97.7% |