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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 | $143,474 | $290,899-50.7% | $260,109-44.8% | $248,183-42.2% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 11.07% | 7.75%+3.3pp | 8.93%+2.1pp | 10.21%+0.9pp |
| Employer contribution / active EE | $40,000 | $50,686-21.1% | $43,470-8.0% | $42,272-5.4% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $420 | $1,279-67.1% | $1,225-65.7% | $13,518-96.9% |