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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 | $203,411 | $288,797-29.6% | $239,577-15.1% | $382,429-46.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 12.19% | -3.30%+15.5pp | -0.70%+12.9pp | 248.85%-236.7pp |
| Employer contribution / active EE | $8,569 | $8,558+0.1% | $7,232+18.5% | $8,036+6.6% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $59,090 | $18,649+216.9% | $19,315+205.9% | $30,732+92.3% |