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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 | $125,237-92.0% | $105,608-90.5% | $145,877-93.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.86% | 225.76%-216.9pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,728 | $3,720-26.7% | $3,167-13.9% | $4,663-41.5% |
| Participant deferral / active EE | $1,638 | $5,711-71.3% | $5,010-67.3% | $6,691-75.5% |
| Admin fee / account holder | $960 | $17,287-94.4% | $11,028-91.3% | $13,402-92.8% |