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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 | $29,736 | $197,603-85.0% | $177,827-83.3% | $158,950-81.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 62.76% | 58.76%+4.0pp | 48.32%+14.4pp | 302.91%-240.1pp |
| Employer contribution / active EE | $1,897 | $6,698-71.7% | $5,918-67.9% | $4,762-60.2% |
| Participant deferral / active EE | $6,550 | $8,404-22.1% | $7,713-15.1% | $5,983+9.5% |
| Admin fee / account holder | $941 | $15,402-93.9% | $12,429-92.4% | $11,248-91.6% |