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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 | $88,646 | $431,983-79.5% | $431,983-79.5% | $287,034-69.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.9%+44.1pp |
| Annual return | 7.57% | 9.67%-2.1pp | 9.65%-2.1pp | 24.44%-16.9pp |
| Employer contribution / active EE | $22,311 | $51,524-56.7% | $50,020-55.4% | $41,344-46.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $813 | $35,292-97.7% | $35,292-97.7% | $22,013-96.3% |