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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 | $87,347 | $262,251-66.7% | $250,986-65.2% | $287,034-69.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 12.43% | 34.48%-22.1pp | 32.32%-19.9pp | 24.44%-12.0pp |
| Employer contribution / active EE | $18,104 | $36,000-49.7% | $33,960-46.7% | $41,341-56.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $551 | $10,641-94.8% | $10,141-94.6% | $22,013-97.5% |