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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 | $12,031 | $197,637-93.9% | $177,848-93.2% | $158,982-92.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.77% | 58.77%-31.0pp | 48.33%-20.6pp | 302.99%-275.2pp |
| Employer contribution / active EE | $1,747 | $6,698-73.9% | $5,919-70.5% | $4,763-63.3% |
| Participant deferral / active EE | $3,436 | $8,405-59.1% | $7,714-55.5% | $5,983-42.6% |
| Admin fee / account holder | $2,870 | $15,406-81.4% | $12,431-76.9% | $11,252-74.5% |