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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 | $60,382 | $179,235-66.3% | $161,646-62.6% | $254,542-76.3% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.5%+84.5pp | 47.4%+52.6pp |
| Annual return | 12.73% | 12.78%-0.1pp | 12.93%-0.2pp | 12.16%+0.6pp |
| Employer contribution / active EE | $12,500 | $42,142-70.3% | $35,210-64.5% | $44,747-72.1% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $4,722 | $5,275-10.5% | $4,659+1.4% | $17,640-73.2% |