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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 | $116,169 | $337,865-65.6% | $346,182-66.4% | $254,542-54.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 9.43% | 12.82%-3.4pp | 13.48%-4.0pp | 12.16%-2.7pp |
| Employer contribution / active EE | $30,556 | $49,622-38.4% | $47,067-35.1% | $44,747-31.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $1,539 | $14,867-89.7% | $14,572-89.4% | $17,640-91.3% |