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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 | $93,987 | $202,389-53.6% | $198,173-52.6% | $248,183-62.1% |
| Participation rate | 88.9% | 48.7%+40.2pp | 42.0%+46.9pp | 45.9%+43.0pp |
| Annual return | 10.13% | 9.90%+0.2pp | 10.16%0pp | 10.21%-0.1pp |
| Employer contribution / active EE | $13,629 | $36,071-62.2% | $33,192-58.9% | $42,272-67.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $970 | $7,397-86.9% | $7,531-87.1% | $13,518-92.8% |