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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 | $82,623 | $274,636-69.9% | $247,190-66.6% | $254,510-67.5% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 6.27% | 7.44%-1.2pp | 7.87%-1.6pp | 259.14%-252.9pp |
| Employer contribution / active EE | $12,500 | $36,975-66.2% | $31,784-60.7% | $41,471-69.9% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $4,738 | $288,252-98.4% | $240,514-98.0% | $21,546-78.0% |