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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 | $132,302 | $212,470-37.7% | $428,620-69.1% | $254,542-48.0% |
| Participation rate | 83.3% | 52.4%+31.0pp | 46.0%+37.3pp | 47.3%+36.0pp |
| Annual return | 13.24% | 21.43%-8.2pp | 20.73%-7.5pp | 12.16%+1.1pp |
| Employer contribution / active EE | $21,852 | $39,472-44.6% | $36,503-40.1% | $44,747-51.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $786 | $5,476-85.6% | $7,495-89.5% | $17,640-95.5% |