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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 | $80,220 | $364,560-78.0% | $374,107-78.6% | $237,064-66.2% |
| Participation rate | 100.0% | 45.9%+54.1pp | 22.0%+78.0pp | 45.6%+54.4pp |
| Annual return | 5.82% | 3.93%+1.9pp | 4.74%+1.1pp | 4.16%+1.7pp |
| Employer contribution / active EE | $40,000 | $47,405-15.6% | $36,089+10.8% | $42,918-6.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $333 | $11,576-97.1% | $10,677-96.9% | $21,465-98.4% |