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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 | $18,475 | $228,395-91.9% | $185,861-90.1% | $158,982-88.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.09% | 40.82%-18.7pp | 35.96%-13.9pp | 302.99%-280.9pp |
| Employer contribution / active EE | $887 | $4,968-82.1% | $4,088-78.3% | $4,763-81.4% |
| Participant deferral / active EE | $2,149 | $6,417-66.5% | $5,634-61.9% | $5,983-64.1% |
| Admin fee / account holder | $3,189 | $11,869-73.1% | $9,503-66.4% | $11,252-71.7% |