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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 | $92,446 | $669,896-86.2% | $276,048-66.5% | $669,896-86.2% |
| Participation rate | 100.0% | 90.5%+9.5pp | 84.7%+15.3pp | 90.5%+9.5pp |
| Annual return | 13.37% | 11.25%+2.1pp | 2.80%+10.6pp | 11.25%+2.1pp |
| Employer contribution / active EE | $2,650 | $23,407-88.7% | $14,311-81.5% | $23,407-88.7% |
| Participant deferral / active EE | $2,792 | $8,339-66.5% | $2,669+4.6% | $8,339-66.5% |
| Admin fee / account holder | $24,723 | $52,310-52.7% | $18,940+30.5% | $52,310-52.7% |