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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 | $99,798 | $317,707-68.6% | $271,705-63.3% | $263,064-62.1% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.9%+8.1pp | 95.8%+4.2pp |
| Annual return | -1.55% | -1.16%-0.4pp | -1.43%-0.1pp | -1.59%0pp |
| Employer contribution / active EE | $15,525 | $25,463-39.0% | $22,279-30.3% | $33,160-53.2% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $1,725-100.0% | $7,831-100.0% |
| Admin fee / account holder | $495 | $11,001-95.5% | $9,035-94.5% | $9,535-94.8% |