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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 | $69,532 | $225,449-69.2% | $219,466-68.3% | $237,064-70.7% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 12.01% | 4.17%+7.8pp | 5.00%+7.0pp | 4.16%+7.8pp |
| Employer contribution / active EE | $23,296 | $39,228-40.6% | $35,918-35.1% | $42,918-45.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $305 | $13,772-97.8% | $13,204-97.7% | $21,465-98.6% |