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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 | $91,853 | $258,723-64.5% | $247,553-62.9% | $285,997-67.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 17.99% | 34.49%-16.5pp | 32.33%-14.3pp | 24.44%-6.4pp |
| Employer contribution / active EE | $28,373 | $36,001-21.2% | $33,960-16.5% | $41,348-31.4% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $334 | $10,641-96.9% | $10,141-96.7% | $22,013-98.5% |