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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 | $9,544 | $135,645-93.0% | $110,243-91.3% | $135,380-93.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 16.37% | 513.24%-496.9pp | 314.76%-298.4pp | 519.81%-503.4pp |
| Employer contribution / active EE | $1,643 | $4,907-66.5% | $3,827-57.1% | $4,779-65.6% |
| Participant deferral / active EE | $2,729 | $5,507-50.5% | $4,672-41.6% | $5,609-51.4% |
| Admin fee / account holder | $2,497 | $11,458-78.2% | $8,548-70.8% | $10,828-76.9% |