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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 | $223,628 | $239,436-6.6% | $227,282-1.6% | $286,788-22.0% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 13.12% | 10.53%+2.6pp | 10.75%+2.4pp | 9.30%+3.8pp |
| Employer contribution / active EE | $49,417 | $37,404+32.1% | $35,165+40.5% | $43,746+13.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $2,477 | $4,800-48.4% | $4,611-46.3% | $12,596-80.3% |