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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 | $16,915 | $209,422-91.9% | $178,503-90.5% | $158,982-89.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.17% | 188.81%-181.6pp | 151.12%-144.0pp | 302.99%-295.8pp |
| Employer contribution / active EE | $6,970 | $5,707+22.1% | $5,011+39.1% | $4,763+46.3% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $2,189 | $17,079-87.2% | $13,987-84.4% | $11,252-80.5% |