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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 | $205,433 | $315,650-34.9% | $308,621-33.4% | $338,137-39.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 5.25% | 8.11%-2.9pp | 8.05%-2.8pp | 13.05%-7.8pp |
| Employer contribution / active EE | $51,333 | $44,185+16.2% | $42,683+20.3% | $37,647+36.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $687 | $9,132-92.5% | $8,774-92.2% | $30,946-97.8% |