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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 | $145,418 | $227,811-36.2% | $157,677-7.8% | $330,599-56.0% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 43.7%+56.3pp |
| Annual return | 7.44% | 8.41%-1.0pp | 8.41%-1.0pp | 13.05%-5.6pp |
| Employer contribution / active EE | $37,500 | $45,693-17.9% | $41,333-9.3% | $37,664-0.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $958 | $479+100.0% | $3,303-71.0% | $31,365-96.9% |