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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 | $161,006 | $587,889-72.6% | $112,209+43.5% | $587,889-72.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 100.0%0pp | 87.9%+12.1pp |
| Annual return | 22.82% | 19.70%+3.1pp | 17.65%+5.2pp | 19.70%+3.1pp |
| Employer contribution / active EE | $18,750 | $21,263-11.8% | $8,701+115.5% | $21,263-11.8% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $2,252-100.0% | $8,361-100.0% |
| Admin fee / account holder | $1,015 | $49,457-97.9% | $1,664-39.0% | $49,457-97.9% |