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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 | $143,687 | $735,639-80.5% | $659,271-78.2% | $531,493-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 71.0%+29.0pp | 86.9%+13.1pp |
| Annual return | 7.67% | 16.41%-8.7pp | 13.60%-5.9pp | 9.82%-2.2pp |
| Employer contribution / active EE | $98,750 | $20,095+391.4% | $18,914+422.1% | $22,221+344.4% |
| Participant deferral / active EE | $0 | $3,490-100.0% | $3,574-100.0% | $6,107-100.0% |
| Admin fee / account holder | $340 | $94,925-99.6% | $82,290-99.6% | $42,466-99.2% |