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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 | $153,735 | $162,803-5.6% | $473,625-67.5% | $287,034-46.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | 15.62% | 17.22%-1.6pp | 20.18%-4.6pp | 24.44%-8.8pp |
| Employer contribution / active EE | $11,786 | $35,410-66.7% | $29,108-59.5% | $41,341-71.5% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $1,211 | $1,223-1.0% | $2,262-46.5% | $22,013-94.5% |