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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 | $236,127 | $785,698-69.9% | $694,382-66.0% | $554,306-57.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 6.46% | 9.34%-2.9pp | 9.66%-3.2pp | 10.47%-4.0pp |
| Employer contribution / active EE | $83,153 | $27,225+205.4% | $25,660+224.1% | $25,289+228.8% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $1,670 | $18,173-90.8% | $15,543-89.3% | $49,540-96.6% |