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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 | $96,598 | $340,597-71.6% | $328,890-70.6% | $418,949-76.9% |
| Participation rate | 80.0% | 48.7%+31.3pp | 41.1%+38.9pp | 35.7%+44.3pp |
| Annual return | 11.65% | 8.34%+3.3pp | 8.43%+3.2pp | 15.19%-3.5pp |
| Employer contribution / active EE | $20,000 | $30,496-34.4% | $29,249-31.6% | $34,877-42.7% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $531 | $11,069-95.2% | $10,081-94.7% | $50,584-99.0% |