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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 | $69,084 | $340,249-79.7% | $329,695-79.0% | $330,599-79.1% |
| Participation rate | 75.0% | 51.3%+23.7pp | 43.4%+31.6pp | 43.7%+31.3pp |
| Annual return | 16.35% | 10.01%+6.3pp | 9.82%+6.5pp | 13.05%+3.3pp |
| Employer contribution / active EE | $25,000 | $31,912-21.7% | $30,322-17.6% | $37,664-33.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $700 | $60,407-98.8% | $53,840-98.7% | $31,365-97.8% |