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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 | $220,274 | $258,723-14.9% | $247,553-11.0% | $285,997-23.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 12.82% | 34.49%-21.7pp | 32.33%-19.5pp | 24.44%-11.6pp |
| Employer contribution / active EE | $105,808 | $36,001+193.9% | $33,960+211.6% | $41,348+155.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $28,529 | $10,641+168.1% | $10,141+181.3% | $22,013+29.6% |