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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 | $315,650-60.3% | $308,621-59.4% | $338,137-62.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 5.39% | 8.11%-2.7pp | 8.05%-2.7pp | 13.05%-7.7pp |
| Employer contribution / active EE | $17,300 | $44,185-60.8% | $42,683-59.5% | $37,647-54.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $369 | $9,132-96.0% | $8,774-95.8% | $30,946-98.8% |