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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 | $8,983 | $181,062-95.0% | $158,223-94.3% | $155,188-94.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.40% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,245 | $4,565-72.7% | $4,109-69.7% | $4,248-70.7% |
| Participant deferral / active EE | $5,329 | $6,134-13.1% | $5,467-2.5% | $6,531-18.4% |
| Admin fee / account holder | $2,177 | $18,825-88.4% | $16,047-86.4% | $14,480-85.0% |