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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 | $102,128 | $458,700-77.7% | $458,700-77.7% | $330,599-69.1% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 13.38% | 8.44%+4.9pp | 8.61%+4.8pp | 13.05%+0.3pp |
| Employer contribution / active EE | $19,989 | $36,715-45.6% | $33,046-39.5% | $37,664-46.9% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $694 | $33,172-97.9% | $33,172-97.9% | $31,365-97.8% |