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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 | $67,917 | $75,644-10.2% | $106,128-36.0% | $52,198+30.1% |
| Participation rate | 85.7% | 11.9%+73.8pp | 12.2%+73.5pp | 11.0%+74.7pp |
| Annual return | 14.36% | 7.25%+7.1pp | 5.04%+9.3pp | 8.21%+6.2pp |
| Employer contribution / active EE | $6,429 | $13,308-51.7% | $26,454-75.7% | $13,841-53.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $344 | $172+100.0% | $16,625-97.9% | $1,652-79.2% |