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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 | $137,889 | $212,470-35.1% | $428,620-67.8% | $254,542-45.8% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 9.23% | 21.43%-12.2pp | 20.73%-11.5pp | 12.16%-2.9pp |
| Employer contribution / active EE | $32,821 | $39,472-16.8% | $36,503-10.1% | $44,747-26.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $419 | $5,476-92.3% | $7,495-94.4% | $17,640-97.6% |