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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 | $76,553 | $162,281-52.8% | $362,723-78.9% | $254,542-69.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 37.9%+62.1pp | 47.3%+52.7pp |
| Annual return | 10.62% | 10.22%+0.4pp | 10.56%+0.1pp | 12.16%-1.5pp |
| Employer contribution / active EE | $14,011 | $37,392-62.5% | $30,199-53.6% | $44,747-68.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $315 | $1,182-73.4% | $2,168-85.5% | $17,640-98.2% |