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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 | $16,514 | $127,790-87.1% | $106,555-84.5% | $167,536-90.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.07% | 33.88%-17.8pp | 26.80%-10.7pp | 478.82%-462.7pp |
| Employer contribution / active EE | $3,862 | $3,428+12.7% | $2,819+37.0% | $4,839-20.2% |
| Participant deferral / active EE | $2,182 | $5,088-57.1% | $4,399-50.4% | $6,342-65.6% |
| Admin fee / account holder | $1,175 | $11,229-89.5% | $7,408-84.1% | $12,315-90.5% |