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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 | $101,900 | $431,983-76.4% | $431,983-76.4% | $285,997-64.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.8%+44.2pp |
| Annual return | 6.77% | 9.67%-2.9pp | 9.65%-2.9pp | 24.44%-17.7pp |
| Employer contribution / active EE | $28,875 | $51,524-44.0% | $50,020-42.3% | $41,348-30.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $600 | $35,292-98.3% | $35,292-98.3% | $22,013-97.3% |