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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 | $148,957 | $331,632-55.1% | $331,632-55.1% | $285,997-47.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 50.0%+50.0pp | 55.8%+44.2pp |
| Annual return | 116.28% | 10.23%+106.1pp | 10.60%+105.7pp | 24.44%+91.8pp |
| Employer contribution / active EE | $38,500 | $49,083-21.6% | $43,831-12.2% | $41,348-6.9% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $242,160 | $25,063+866.2% | $25,063+866.2% | $22,013+1000.1% |