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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 | $224,670 | $541,860-58.5% | $541,860-58.5% | $418,949-46.4% |
| Participation rate | 100.0% | 36.4%+63.6pp | 33.3%+66.7pp | 35.7%+64.3pp |
| Annual return | 9.89% | 7.66%+2.2pp | 7.71%+2.2pp | 15.19%-5.3pp |
| Employer contribution / active EE | $11,250 | $40,595-72.3% | $39,519-71.5% | $34,877-67.7% |
| Participant deferral / active EE | $36,500 | $120+30211.7% | $120+30405.0% | $86+42542.4% |
| Admin fee / account holder | $5,576 | $47,135-88.2% | $47,135-88.2% | $50,584-89.0% |