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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 | $144,014 | $318,230-54.7% | $306,246-53.0% | $285,997-49.6% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 7.07% | 37.67%-30.6pp | 35.15%-28.1pp | 24.44%-17.4pp |
| Employer contribution / active EE | $45,000 | $48,360-6.9% | $46,389-3.0% | $41,348+8.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $838 | $4,311-80.6% | $4,448-81.2% | $22,013-96.2% |