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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 | $215,657 | $344,842-37.5% | $334,005-35.4% | $339,457-36.5% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 12.29% | 10.02%+2.3pp | 9.82%+2.5pp | 13.05%-0.8pp |
| Employer contribution / active EE | $39,607 | $31,894+24.2% | $30,304+30.7% | $37,651+5.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $2,354 | $60,407-96.1% | $53,840-95.6% | $31,074-92.4% |