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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 | $105,116 | $239,436-56.1% | $227,282-53.8% | $286,788-63.3% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 8.74% | 10.53%-1.8pp | 10.75%-2.0pp | 9.30%-0.6pp |
| Employer contribution / active EE | $13,714 | $37,410-63.3% | $35,170-61.0% | $43,748-68.7% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $596 | $4,800-87.6% | $4,611-87.1% | $12,596-95.3% |