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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 | $33,253 | $261,171-87.3% | $252,559-86.8% | $222,458-85.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -2.71% | -1.71%-1.0pp | -1.68%-1.0pp | -2.16%-0.6pp |
| Employer contribution / active EE | $0 | $47,449-100.0% | $44,959-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $337 | $14,004-97.6% | $12,994-97.4% | $12,572-97.3% |