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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 | $90,214 | $150,398-40.0% | $162,072-44.3% | $254,173-64.5% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 12.45% | 7.88%+4.6pp | 8.01%+4.4pp | 259.17%-246.7pp |
| Employer contribution / active EE | $7,664 | $36,826-79.2% | $29,476-74.0% | $41,471-81.5% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $431 | $223+93.6% | $630-31.6% | $21,502-98.0% |