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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 | $243,710 | $337,865-27.9% | $346,182-29.6% | $254,542-4.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 5.18% | 12.82%-7.6pp | 13.48%-8.3pp | 12.16%-7.0pp |
| Employer contribution / active EE | $91,667 | $49,622+84.7% | $47,067+94.8% | $44,747+104.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $700 | $14,867-95.3% | $14,572-95.2% | $17,640-96.0% |