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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 | $236,987 | $315,650-24.9% | $308,621-23.2% | $338,137-29.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 57.6%+42.4pp | 43.9%+56.1pp |
| Annual return | 13.30% | 8.11%+5.2pp | 8.05%+5.2pp | 13.05%+0.2pp |
| Employer contribution / active EE | $15,621 | $44,185-64.6% | $42,683-63.4% | $37,647-58.5% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $1,165 | $9,132-87.2% | $8,774-86.7% | $30,946-96.2% |