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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 | $25,317 | $185,905-86.4% | $170,057-85.1% | $139,487-81.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.77% | 60.56%+4.2pp | 53.42%+11.4pp | 373.84%-309.1pp |
| Employer contribution / active EE | $2,738 | $7,597-64.0% | $6,790-59.7% | $4,755-42.4% |
| Participant deferral / active EE | $6,681 | $11,627-42.5% | $10,411-35.8% | $6,713-0.5% |
| Admin fee / account holder | $2,950 | $15,397-80.8% | $12,826-77.0% | $11,407-74.1% |