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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 | $141,592 | $419,381-66.2% | $352,393-59.8% | $259,158-45.4% |
| Participation rate | 100.0% | 96.3%+3.7pp | 94.5%+5.5pp | 95.8%+4.2pp |
| Annual return | 4.47% | 1.89%+2.6pp | 2.44%+2.0pp | 5.38%-0.9pp |
| Employer contribution / active EE | $19,000 | $17,555+8.2% | $16,208+17.2% | $22,268-14.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $3,118 | $19,916-84.3% | $17,307-82.0% | $9,035-65.5% |