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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 | $13,553 | $168,636-92.0% | $147,618-90.8% | $125,388-89.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.87% | 77.65%-74.8pp | 61.98%-59.1pp | 282.24%-279.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,412 | $5,507+16.4% | $4,895+31.0% | $5,352+19.8% |
| Admin fee / account holder | $2,100 | $13,580-84.5% | $11,612-81.9% | $9,541-78.0% |