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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 | $235,580 | $305,245-22.8% | $258,236-8.8% | $428,746-45.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 15.13% | -5.74%+20.9pp | -3.31%+18.4pp | 331.92%-316.8pp |
| Employer contribution / active EE | $33,231 | $9,167+262.5% | $7,891+321.1% | $8,363+297.3% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $10,493 | $16,482-36.3% | $14,475-27.5% | $31,735-66.9% |