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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 | $185,077 | $317,758-41.8% | $310,574-40.4% | $330,599-44.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 10.06% | 8.10%+2.0pp | 8.04%+2.0pp | 13.05%-3.0pp |
| Employer contribution / active EE | $202,676 | $44,198+358.6% | $42,693+374.7% | $37,664+438.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $1,000 | $9,260-89.2% | $8,889-88.8% | $31,365-96.8% |