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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 | $14,346 | $157,304-90.9% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.07% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,484 | $5,263-33.8% | $4,736-26.4% | $4,764-26.9% |
| Participant deferral / active EE | $9,809 | $7,111+37.9% | $6,710+46.2% | $5,851+67.6% |
| Admin fee / account holder | $3,875 | $12,126-68.0% | $10,265-62.3% | $11,601-66.6% |