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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 | $14,928 | $157,304-90.5% | $141,197-89.4% | $152,909-90.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $4,431 | $5,263-15.8% | $4,736-6.4% | $4,764-7.0% |
| Participant deferral / active EE | $3,515 | $7,111-50.6% | $6,710-47.6% | $5,851-39.9% |
| Admin fee / account holder | $5,668 | $12,126-53.3% | $10,265-44.8% | $11,601-51.1% |