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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 | $28,707 | $168,635-83.0% | $147,617-80.6% | $125,389-77.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.39% | 77.65%-75.3pp | 61.98%-59.6pp | 282.24%-279.9pp |
| Employer contribution / active EE | $1,786 | $6,252-71.4% | $5,564-67.9% | $4,866-63.3% |
| Participant deferral / active EE | $5,801 | $5,507+5.3% | $4,895+18.5% | $5,352+8.4% |
| Admin fee / account holder | $18,054 | $13,580+32.9% | $11,612+55.5% | $9,541+89.2% |