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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 | $177,662 | $162,281+9.5% | $362,723-51.0% | $254,542-30.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 15.28% | 10.22%+5.1pp | 10.56%+4.7pp | 12.16%+3.1pp |
| Employer contribution / active EE | $25,243 | $37,390-32.5% | $30,197-16.4% | $44,747-43.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $575 | $1,182-51.4% | $2,168-73.5% | $17,640-96.7% |