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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 | $124,544 | $337,865-63.1% | $346,182-64.0% | $254,542-51.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 12.01% | 12.82%-0.8pp | 13.48%-1.5pp | 12.16%-0.1pp |
| Employer contribution / active EE | $33,333 | $49,622-32.8% | $47,067-29.2% | $44,747-25.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $10,439 | $14,867-29.8% | $14,572-28.4% | $17,640-40.8% |