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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 | $26,890 | $171,492-84.3% | $150,734-82.2% | $198,609-86.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.04% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,436 | $5,470-55.5% | $4,918-50.5% | $5,055-51.8% |
| Participant deferral / active EE | $3,338 | $6,259-46.7% | $5,610-40.5% | $6,977-52.2% |
| Admin fee / account holder | $2,145 | $17,628-87.8% | $14,905-85.6% | $19,030-88.7% |