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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 | $204,303 | $239,436-14.7% | $227,282-10.1% | $286,788-28.8% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 14.34% | 10.53%+3.8pp | 10.75%+3.6pp | 9.30%+5.0pp |
| Employer contribution / active EE | $22,120 | $37,410-40.9% | $35,170-37.1% | $43,748-49.4% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $952 | $4,800-80.2% | $4,611-79.3% | $12,596-92.4% |