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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 | $7,983 | $183,516-95.6% | $155,534-94.9% | $145,884-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,984 | $5,315-62.7% | $4,675-57.6% | $4,662-57.4% |
| Participant deferral / active EE | $1,862 | $6,467-71.2% | $5,630-66.9% | $6,690-72.2% |
| Admin fee / account holder | $1,526 | $19,293-92.1% | $15,900-90.4% | $13,392-88.6% |