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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 | $211,480 | $318,230-33.5% | $306,246-30.9% | $285,997-26.1% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.8%+44.2pp |
| Annual return | 64.71% | 37.67%+27.0pp | 35.15%+29.6pp | 24.44%+40.3pp |
| Employer contribution / active EE | $76,000 | $48,360+57.2% | $46,389+63.8% | $41,348+83.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $577 | $4,311-86.6% | $4,448-87.0% | $22,013-97.4% |