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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 | $14,874 | $168,635-91.2% | $147,617-89.9% | $125,389-88.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.23% | 77.65%-76.4pp | 61.98%-60.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,446 | $6,252-76.9% | $5,564-74.0% | $4,866-70.3% |
| Participant deferral / active EE | $2,697 | $5,507-51.0% | $4,895-44.9% | $5,352-49.6% |
| Admin fee / account holder | $629 | $13,580-95.4% | $11,612-94.6% | $9,541-93.4% |