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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 | $211,004 | $554,306-61.9% | $266,369-20.8% | $554,306-61.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 100.0%0pp | 84.6%+15.4pp |
| Annual return | 21.69% | 10.47%+11.2pp | 64.99%-43.3pp | 10.47%+11.2pp |
| Employer contribution / active EE | $7,000 | $25,289-72.3% | $36,882-81.0% | $25,289-72.3% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $365-100.0% | $3,690-100.0% |
| Admin fee / account holder | $647 | $49,540-98.7% | $216+200.0% | $49,540-98.7% |