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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 | $98,055 | $554,306-82.3% | $66,810+46.8% | $554,306-82.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 100.0%0pp | 84.6%+15.4pp |
| Annual return | 24.05% | 10.47%+13.6pp | 15.76%+8.3pp | 10.47%+13.6pp |
| Employer contribution / active EE | $4,840 | $25,289-80.9% | $4,8400% | $25,289-80.9% |
| Participant deferral / active EE | $5,849 | $3,690+58.5% | $5,8490% | $3,690+58.5% |
| Admin fee / account holder | $12,357 | $49,540-75.1% | $13,064-5.4% | $49,540-75.1% |