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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 | $663,797-78.3% | $663,797-78.3% | $330,599-56.3% |
| Participation rate | 100.0% | 47.2%+52.8pp | 40.5%+59.5pp | 43.7%+56.3pp |
| Annual return | 7.36% | 8.11%-0.8pp | 8.13%-0.8pp | 13.05%-5.7pp |
| Employer contribution / active EE | $35,000 | $43,909-20.3% | $42,719-18.1% | $37,652-7.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $935 | $13,741-93.2% | $13,741-93.2% | $31,365-97.0% |