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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 | $20,568 | $228,395-91.0% | $185,861-88.9% | $158,982-87.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.75% | 40.82%-15.1pp | 35.96%-10.2pp | 302.99%-277.2pp |
| Employer contribution / active EE | $2,825 | $4,968-43.1% | $4,088-30.9% | $4,763-40.7% |
| Participant deferral / active EE | $7,980 | $6,417+24.3% | $5,634+41.6% | $5,983+33.4% |
| Admin fee / account holder | $396 | $11,869-96.7% | $9,503-95.8% | $11,252-96.5% |