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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 | $79,576 | $202,366-60.7% | $143,222-44.4% | $254,542-68.7% |
| Participation rate | 90.9% | 71.5%+19.4pp | 57.6%+33.3pp | 47.3%+43.6pp |
| Annual return | 18.39% | 8.49%+9.9pp | 8.97%+9.4pp | 12.16%+6.2pp |
| Employer contribution / active EE | $15,148 | $52,714-71.3% | $37,026-59.1% | $44,747-66.1% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $447 | $2,444-81.7% | $2,546-82.4% | $17,640-97.5% |