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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 | $185,427 | $317,758-41.6% | $310,574-40.3% | $339,457-45.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.9%+56.1pp |
| Annual return | 9.04% | 8.11%+0.9pp | 8.05%+1.0pp | 13.05%-4.0pp |
| Employer contribution / active EE | $33,333 | $44,186-24.6% | $42,683-21.9% | $37,651-11.5% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $15,127 | $9,260+63.4% | $8,889+70.2% | $31,074-51.3% |