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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 | $7,057 | $152,592-95.4% | $125,180-94.4% | $152,885-95.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.53% | 54.84%-42.3pp | 43.79%-31.3pp | 345.39%-332.9pp |
| Employer contribution / active EE | $3,802 | $4,947-23.1% | $3,866-1.6% | $4,763-20.2% |
| Participant deferral / active EE | $4,517 | $5,868-23.0% | $4,937-8.5% | $5,851-22.8% |
| Admin fee / account holder | $1,098 | $13,435-91.8% | $9,703-88.7% | $11,598-90.5% |