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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 | $110,271 | $258,723-57.4% | $247,553-55.5% | $285,997-61.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 17.02% | 34.49%-17.5pp | 32.33%-15.3pp | 24.44%-7.4pp |
| Employer contribution / active EE | $26,402 | $36,001-26.7% | $33,960-22.3% | $41,348-36.1% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $696 | $10,641-93.5% | $10,141-93.1% | $22,013-96.8% |