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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 | $125,372 | $317,758-60.5% | $310,574-59.6% | $330,599-62.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 5.39% | 8.10%-2.7pp | 8.04%-2.7pp | 13.05%-7.7pp |
| Employer contribution / active EE | $17,300 | $44,198-60.9% | $42,693-59.5% | $37,664-54.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $369 | $9,260-96.0% | $8,889-95.9% | $31,365-98.8% |