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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 | $25,761 | $127,229-79.8% | $115,939-77.8% | $237,064-89.1% |
| Participation rate | 75.0% | 22.8%+52.2pp | 19.3%+55.7pp | 45.6%+29.4pp |
| Annual return | 8.27% | 3.55%+4.7pp | 3.97%+4.3pp | 4.16%+4.1pp |
| Employer contribution / active EE | $6,750 | $33,688-80.0% | $28,168-76.0% | $42,918-84.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $30,152 | $15,835+90.4% | $12,837+134.9% | $21,465+40.5% |