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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 | $115,645 | $89,087+29.8% | $80,293+44.0% | $287,034-59.7% |
| Participation rate | 100.0% | 10.9%+89.1pp | 5.6%+94.4pp | 55.9%+44.1pp |
| Annual return | 14.15% | 16.55%-2.4pp | 15.31%-1.2pp | 24.44%-10.3pp |
| Employer contribution / active EE | $17,683 | $42,466-58.4% | $28,686-38.4% | $41,344-57.2% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $437 | $411+6.3% | $456-4.3% | $22,013-98.0% |