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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 | $129,421 | $534,210-75.8% | $186,879-30.7% | $534,210-75.8% |
| Participation rate | 100.0% | 89.6%+10.4pp | 71.3%+28.7pp | 89.6%+10.4pp |
| Annual return | 22.29% | 10.40%+11.9pp | 5.59%+16.7pp | 10.40%+11.9pp |
| Employer contribution / active EE | $21,667 | $19,440+11.5% | $61,053-64.5% | $19,440+11.5% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $3,599-100.0% | $11,136-100.0% |
| Admin fee / account holder | $16,277 | $14,821+9.8% | $15,524+4.9% | $14,821+9.8% |