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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 | $82,672 | $42,250+95.7% | $42,250+95.7% | $248,183-66.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 18.8%+81.3pp | 45.9%+54.1pp |
| Annual return | 13.10% | 5.70%+7.4pp | 7.25%+5.9pp | 10.21%+2.9pp |
| Employer contribution / active EE | $55,735 | $43,008+29.6% | $33,137+68.2% | $42,272+31.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $121-100.0% |
| Admin fee / account holder | $318 | $159+100.0% | $159+100.0% | $13,518-97.7% |