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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 | $16,254 | $157,296-89.7% | $141,191-88.5% | $152,897-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.35% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,683 | $5,262-68.0% | $4,736-64.5% | $4,764-64.7% |
| Participant deferral / active EE | $5,029 | $7,111-29.3% | $6,710-25.0% | $5,851-14.0% |
| Admin fee / account holder | $381 | $12,125-96.9% | $10,264-96.3% | $11,599-96.7% |