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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 | $110,850 | $110,8500% | $139,743-20.7% | $52,729+110.2% |
| Participation rate | 100.0% | 20.0%+80.0pp | 22.6%+77.4pp | 12.6%+87.4pp |
| Annual return | 6.45% | 4.01%+2.4pp | 4.96%+1.5pp | 4.56%+1.9pp |
| Employer contribution / active EE | $12,500 | $8,726+43.3% | $29,749-58.0% | $15,526-19.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $1,927 | $1,9270% | $3,369-42.8% | $1,711+12.6% |