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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 | $133,342 | $340,249-60.8% | $329,695-59.6% | $330,599-59.7% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 10.71% | 10.01%+0.7pp | 9.82%+0.9pp | 13.05%-2.3pp |
| Employer contribution / active EE | $66,721 | $31,912+109.1% | $30,322+120.0% | $37,664+77.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $1,032 | $60,407-98.3% | $53,840-98.1% | $31,365-96.7% |