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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 | $193,676 | $202,389-4.3% | $198,173-2.3% | $248,183-22.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 23.66% | 9.90%+13.8pp | 10.16%+13.5pp | 10.21%+13.4pp |
| Employer contribution / active EE | $90,603 | $36,071+151.2% | $33,192+173.0% | $42,272+114.3% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $551 | $7,397-92.6% | $7,531-92.7% | $13,518-95.9% |