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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 | $36,187 | $186,381-80.6% | $428,620-91.6% | $317,036-88.6% |
| Participation rate | 100.0% | 28.2%+71.8pp | 46.0%+54.0pp | 13.0%+87.0pp |
| Annual return | 17.41% | 12.39%+5.0pp | 20.73%-3.3pp | 13.59%+3.8pp |
| Employer contribution / active EE | $10,254 | $14,456-29.1% | $36,503-71.9% | $14,592-29.7% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $2,854 | $2,031+40.5% | $7,495-61.9% | $29,657-90.4% |