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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 | $135,238 | $153,781-12.1% | $165,322-18.2% | $254,510-46.9% |
| Participation rate | 90.9% | 41.6%+49.4pp | 32.5%+58.4pp | 43.0%+47.9pp |
| Annual return | 10.57% | 7.89%+2.7pp | 8.01%+2.6pp | 259.14%-248.6pp |
| Employer contribution / active EE | $23,591 | $36,824-35.9% | $29,475-20.0% | $41,471-43.1% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $993 | $217+358.5% | $637+55.8% | $21,546-95.4% |