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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 | $62,420 | $39,669+57.4% | $329,695-81.1% | $52,198+19.6% |
| Participation rate | 76.0% | 26.5%+49.5pp | 43.4%+32.6pp | 11.0%+65.0pp |
| Annual return | 10.03% | 8.11%+1.9pp | 9.82%+0.2pp | 8.21%+1.8pp |
| Employer contribution / active EE | $9,800 | $16,749-41.5% | $30,311-67.7% | $13,837-29.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $904 | $435+107.7% | $53,840-98.3% | $1,652-45.3% |