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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 | $121,292 | $212,470-42.9% | $428,620-71.7% | $254,542-52.3% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 10.42% | 21.43%-11.0pp | 20.73%-10.3pp | 12.16%-1.7pp |
| Employer contribution / active EE | $25,393 | $39,472-35.7% | $36,503-30.4% | $44,747-43.3% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $318 | $5,476-94.2% | $7,495-95.8% | $17,640-98.2% |