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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 | $87,407 | $458,700-80.9% | $458,700-80.9% | $330,599-73.6% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 5.68% | 8.44%-2.8pp | 8.61%-2.9pp | 13.05%-7.4pp |
| Employer contribution / active EE | $36,382 | $36,702-0.9% | $33,036+10.1% | $37,652-3.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $50,904 | $33,172+53.5% | $33,172+53.5% | $31,365+62.3% |