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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 | $92,976 | $340,249-72.7% | $329,695-71.8% | $330,599-71.9% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 5.36% | 10.01%-4.7pp | 9.82%-4.5pp | 13.05%-7.7pp |
| Employer contribution / active EE | $31,261 | $31,912-2.0% | $30,322+3.1% | $37,664-17.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $554 | $60,407-99.1% | $53,840-99.0% | $31,365-98.2% |