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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 | $14,405 | $157,296-90.8% | $141,191-89.8% | $152,897-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.54% | 64.34%-38.8pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $4,076 | $5,262-22.5% | $4,736-13.9% | $4,764-14.4% |
| Participant deferral / active EE | $4,728 | $7,111-33.5% | $6,710-29.5% | $5,851-19.2% |
| Admin fee / account holder | $3,267 | $12,125-73.1% | $10,264-68.2% | $11,599-71.8% |