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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 | $182,642 | $225,449-19.0% | $219,466-16.8% | $237,064-23.0% |
| Participation rate | 90.0% | 50.3%+39.7pp | 44.6%+45.4pp | 45.6%+44.4pp |
| Annual return | 8.54% | 4.17%+4.4pp | 5.00%+3.5pp | 4.16%+4.4pp |
| Employer contribution / active EE | $22,500 | $39,228-42.6% | $35,918-37.4% | $42,918-47.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,323 | $13,772-90.4% | $13,204-90.0% | $21,465-93.8% |