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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 | $152,231 | $261,171-41.7% | $252,559-39.7% | $222,458-31.6% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -3.75% | -1.71%-2.0pp | -1.68%-2.1pp | -2.16%-1.6pp |
| Employer contribution / active EE | $99,807 | $47,449+110.3% | $44,959+122.0% | $42,949+132.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $719 | $14,004-94.9% | $12,994-94.5% | $12,572-94.3% |