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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 | $122,058 | $354,213-65.5% | $568,132-78.5% | $254,542-52.0% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 16.24% | 12.49%+3.7pp | 14.64%+1.6pp | 12.16%+4.1pp |
| Employer contribution / active EE | $42,318 | $52,238-19.0% | $41,831+1.2% | $44,747-5.4% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $575 | $5,274-89.1% | $36,942-98.4% | $17,640-96.7% |