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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 | $14,595 | $107,353-86.4% | $92,903-84.3% | $152,885-90.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.00% | 145.62%-130.6pp | 109.43%-94.4pp | 345.39%-330.4pp |
| Employer contribution / active EE | $3,199 | $4,222-24.2% | $3,653-12.4% | $4,763-32.8% |
| Participant deferral / active EE | $3,656 | $4,848-24.6% | $4,238-13.7% | $5,851-37.5% |
| Admin fee / account holder | $3,288 | $7,081-53.6% | $5,795-43.3% | $11,598-71.7% |