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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 | $17,399 | $165,399-89.5% | $149,745-88.4% | $158,982-89.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.17% | 348.34%-311.2pp | 276.72%-239.5pp | 302.99%-265.8pp |
| Employer contribution / active EE | $3,186 | $5,105-37.6% | $4,646-31.4% | $4,763-33.1% |
| Participant deferral / active EE | $3,252 | $7,183-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $7,318 | $10,811-32.3% | $9,312-21.4% | $11,252-35.0% |