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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 | $86,087 | $162,281-47.0% | $362,723-76.3% | $254,542-66.2% |
| Participation rate | 93.8% | 48.7%+45.0pp | 37.9%+55.9pp | 47.3%+46.4pp |
| Annual return | 13.58% | 10.22%+3.4pp | 10.56%+3.0pp | 12.16%+1.4pp |
| Employer contribution / active EE | $15,625 | $37,392-58.2% | $30,199-48.3% | $44,747-65.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $627 | $1,182-47.0% | $2,168-71.1% | $17,640-96.4% |