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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 | $70,743 | $321,431-78.0% | $308,850-77.1% | $248,183-71.5% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 13.03% | 14.95%-1.9pp | 14.41%-1.4pp | 10.21%+2.8pp |
| Employer contribution / active EE | $33,333 | $48,159-30.8% | $45,283-26.4% | $42,272-21.1% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $595 | $8,071-92.6% | $9,941-94.0% | $13,518-95.6% |