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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 | $9,990 | $126,519-92.1% | $106,201-90.6% | $145,959-93.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.86% | 225.10%-216.2pp | 116.26%-107.4pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,728 | $3,726-26.8% | $3,170-13.9% | $4,661-41.5% |
| Participant deferral / active EE | $1,638 | $5,716-71.3% | $5,012-67.3% | $6,689-75.5% |
| Admin fee / account holder | $960 | $17,312-94.5% | $11,039-91.3% | $13,398-92.8% |