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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 | $103,202 | $202,389-49.0% | $198,173-47.9% | $248,183-58.4% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 11.33% | 9.90%+1.4pp | 10.16%+1.2pp | 10.21%+1.1pp |
| Employer contribution / active EE | $25,790 | $36,071-28.5% | $33,192-22.3% | $42,272-39.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $461 | $7,397-93.8% | $7,531-93.9% | $13,518-96.6% |