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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 | $227,297 | $354,213-35.8% | $568,132-60.0% | $254,542-10.7% |
| Participation rate | 80.0% | 44.0%+36.0pp | 21.0%+59.0pp | 47.3%+32.7pp |
| Annual return | 0.00% | 12.49%-12.5pp | 14.64%-14.6pp | 12.16%-12.2pp |
| Employer contribution / active EE | $176,400 | $52,238+237.7% | $41,831+321.7% | $44,747+294.2% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $311 | $5,274-94.1% | $36,942-99.2% | $17,640-98.2% |