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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 | $18,055 | $152,619-88.2% | $125,195-85.6% | $152,909-88.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.07% | 54.85%-24.8pp | 43.79%-13.7pp | 345.46%-315.4pp |
| Employer contribution / active EE | $2,999 | $4,947-39.4% | $3,866-22.4% | $4,764-37.0% |
| Participant deferral / active EE | $8,593 | $5,869+46.4% | $4,937+74.0% | $5,851+46.9% |
| Admin fee / account holder | $808 | $13,437-94.0% | $9,704-91.7% | $11,601-93.0% |