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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 | $13,554 | $157,304-91.4% | $141,197-90.4% | $152,909-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.32% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,565 | $5,263-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $6,346 | $7,111-10.8% | $6,710-5.4% | $5,851+8.5% |
| Admin fee / account holder | $661 | $12,126-94.5% | $10,265-93.6% | $11,601-94.3% |