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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 | $53,443 | $117,535-54.5% | $108,235-50.6% | $222,458-76.0% |
| Participation rate | 77.8% | 42.4%+35.4pp | 32.2%+45.6pp | 48.7%+29.1pp |
| Annual return | 0.72% | -1.67%+2.4pp | -1.08%+1.8pp | -2.16%+2.9pp |
| Employer contribution / active EE | $18,423 | $44,358-58.5% | $35,779-48.5% | $42,949-57.1% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $3,408 | $17,025-80.0% | $13,449-74.7% | $12,572-72.9% |