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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 | $315,650-41.4% | $308,621-40.0% | $338,137-45.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 10.06% | 8.11%+2.0pp | 8.05%+2.0pp | 13.05%-3.0pp |
| Employer contribution / active EE | $202,676 | $44,185+358.7% | $42,683+374.8% | $37,647+438.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $1,000 | $9,132-89.1% | $8,774-88.6% | $30,946-96.8% |