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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 | $8,416 | $185,312-95.5% | $161,489-94.8% | $154,746-94.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.88% | 103.84%-82.0pp | 89.72%-67.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,823 | $4,769-61.8% | $4,268-57.3% | $4,379-58.4% |
| Participant deferral / active EE | $3,874 | $6,350-39.0% | $5,630-31.2% | $6,730-42.4% |
| Admin fee / account holder | $974 | $18,654-94.8% | $16,006-93.9% | $14,365-93.2% |