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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 | $150,949 | $212,470-29.0% | $428,620-64.8% | $254,542-40.7% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 15.32% | 21.43%-6.1pp | 20.73%-5.4pp | 12.16%+3.2pp |
| Employer contribution / active EE | $18,717 | $39,472-52.6% | $36,503-48.7% | $44,747-58.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $420 | $5,476-92.3% | $7,495-94.4% | $17,640-97.6% |