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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 | $86,897 | $54,060+60.7% | $54,060+60.7% | $286,788-69.7% |
| Participation rate | 100.0% | 14.3%+85.7pp | 3.3%+96.7pp | 37.6%+62.4pp |
| Annual return | 8.77% | 7.73%+1.0pp | 36.37%-27.6pp | 9.30%-0.5pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $937 | $568+65.0% | $568+65.0% | $12,596-92.6% |