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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 | $14,979 | $197,819-92.4% | $155,789-90.4% | $125,389-88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 4.14% | 86.73%-82.6pp | 71.54%-67.4pp | 282.24%-278.1pp |
| Employer contribution / active EE | $3,284 | $4,850-32.3% | $3,839-14.5% | $4,866-32.5% |
| Participant deferral / active EE | $969 | $5,631-82.8% | $4,798-79.8% | $5,352-81.9% |
| Admin fee / account holder | $1,019 | $9,544-89.3% | $7,477-86.4% | $9,541-89.3% |