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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 | $15,562 | $228,395-93.2% | $185,861-91.6% | $158,982-90.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 30.67% | 40.82%-10.1pp | 35.96%-5.3pp | 302.99%-272.3pp |
| Employer contribution / active EE | $1,452 | $4,968-70.8% | $4,088-64.5% | $4,763-69.5% |
| Participant deferral / active EE | $9,094 | $6,417+41.7% | $5,634+61.4% | $5,983+52.0% |
| Admin fee / account holder | $704 | $11,869-94.1% | $9,503-92.6% | $11,252-93.7% |