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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 | $200,655 | $396,977-49.5% | $396,977-49.5% | $430,769-53.4% |
| Participation rate | 100.0% | 89.5%+10.5pp | 89.5%+10.5pp | 90.6%+9.4pp |
| Annual return | 12.16% | -0.19%+12.3pp | -0.16%+12.3pp | 10.77%+1.4pp |
| Employer contribution / active EE | $20,000 | $33,626-40.5% | $32,327-38.1% | $26,022-23.1% |
| Participant deferral / active EE | $12,000 | $8,954+34.0% | $8,483+41.5% | $6,968+72.2% |
| Admin fee / account holder | $419 | $982-57.3% | $982-57.3% | $18,309-97.7% |