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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 | $172,808 | $417,381-58.6% | $417,381-58.6% | $330,599-47.7% |
| Participation rate | 81.8% | 47.0%+34.8pp | 28.2%+53.6pp | 43.7%+38.1pp |
| Annual return | 10.47% | 4.96%+5.5pp | 5.83%+4.6pp | 13.05%-2.6pp |
| Employer contribution / active EE | $19,502 | $45,547-57.2% | $38,332-49.1% | $37,664-48.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $1,128 | $6,587-82.9% | $6,587-82.9% | $31,365-96.4% |