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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 | $121,368 | $202,389-40.0% | $198,173-38.8% | $248,183-51.1% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 6.19% | 9.90%-3.7pp | 10.16%-4.0pp | 10.21%-4.0pp |
| Employer contribution / active EE | $26,700 | $36,071-26.0% | $33,192-19.6% | $42,272-36.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $1,017 | $7,397-86.2% | $7,531-86.5% | $13,518-92.5% |