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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 | $130,652 | $507,760-74.3% | $505,189-74.1% | $534,210-75.5% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 16.40% | 13.03%+3.4pp | 13.03%+3.4pp | 10.40%+6.0pp |
| Employer contribution / active EE | $0 | $15,890-100.0% | $16,213-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $6,667 | $13,485-50.6% | $13,093-49.1% | $11,136-40.1% |
| Admin fee / account holder | $6,667 | $6,250+6.7% | $6,372+4.6% | $14,821-55.0% |