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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 | $13,828 | $209,336-93.4% | $197,124-93.0% | $137,256-89.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.86% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,110 | $6,591-68.0% | $6,227-66.1% | $4,156-49.2% |
| Participant deferral / active EE | $4,131 | $9,614-57.0% | $9,135-54.8% | $6,407-35.5% |
| Admin fee / account holder | $382 | $17,308-97.8% | $16,298-97.7% | $12,270-96.9% |