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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 | $124,773 | $121,964+2.3% | $107,664+15.9% | $248,183-49.7% |
| Participation rate | 100.0% | 30.8%+69.2pp | 10.0%+90.0pp | 45.9%+54.1pp |
| Annual return | 7.53% | 10.73%-3.2pp | 337.46%-329.9pp | 10.21%-2.7pp |
| Employer contribution / active EE | $40,777 | $31,543+29.3% | $20,191+102.0% | $42,272-3.5% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $918 | $1,970-53.4% | $1,663-44.8% | $13,518-93.2% |