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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 | $219,820 | $262,251-16.2% | $250,986-12.4% | $287,034-23.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 7.91% | 34.49%-26.6pp | 32.33%-24.4pp | 24.44%-16.5pp |
| Employer contribution / active EE | $103,278 | $35,997+186.9% | $33,956+204.1% | $41,344+149.8% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $561 | $10,641-94.7% | $10,141-94.5% | $22,013-97.5% |