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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 | $44,334 | $425,338-89.6% | $411,917-89.2% | $248,183-82.1% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 8.35% | 9.03%-0.7pp | 10.36%-2.0pp | 10.21%-1.9pp |
| Employer contribution / active EE | $17,823 | $48,592-63.3% | $37,738-52.8% | $42,272-57.8% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $2,471 | $16,407-84.9% | $15,661-84.2% | $13,518-81.7% |