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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 | $39,544 | $258,723-84.7% | $247,553-84.0% | $285,997-86.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 7.10% | 34.49%-27.4pp | 32.33%-25.2pp | 24.44%-17.3pp |
| Employer contribution / active EE | $0 | $36,001-100.0% | $33,960-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $496 | $10,641-95.3% | $10,141-95.1% | $22,013-97.7% |