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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 | $245,424 | $377,855-35.0% | $375,279-34.6% | $286,788-14.4% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 15.43% | 9.94%+5.5pp | 9.78%+5.6pp | 9.30%+6.1pp |
| Employer contribution / active EE | $55,534 | $49,417+12.4% | $46,882+18.5% | $43,748+26.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $2,291 | $4,392-47.8% | $5,665-59.6% | $12,596-81.8% |