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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 | $21,859 | $157,296-86.1% | $141,191-84.5% | $152,897-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.26% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $3,937 | $5,262-25.2% | $4,736-16.9% | $4,764-17.4% |
| Participant deferral / active EE | $5,665 | $7,111-20.3% | $6,710-15.6% | $5,851-3.2% |
| Admin fee / account holder | $12,676 | $12,125+4.5% | $10,264+23.5% | $11,599+9.3% |