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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 | $144,330 | $628,955-77.1% | $628,955-77.1% | $339,457-57.5% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 43.9%+56.1pp |
| Annual return | 7.36% | 8.11%-0.7pp | 8.13%-0.8pp | 13.05%-5.7pp |
| Employer contribution / active EE | $35,000 | $43,861-20.2% | $42,674-18.0% | $37,651-7.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $935 | $12,760-92.7% | $12,760-92.7% | $31,074-97.0% |