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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 | $7,416 | $81,696-90.9% | $70,494-89.5% | $158,982-95.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 29.07% | 208.70%-179.6pp | 109.16%-80.1pp | 302.99%-273.9pp |
| Employer contribution / active EE | $4,071 | $3,220+26.4% | $2,738+48.7% | $4,763-14.5% |
| Participant deferral / active EE | $17,979 | $4,558+294.5% | $3,711+384.5% | $5,983+200.5% |
| Admin fee / account holder | $23,386 | $6,200+277.2% | $3,848+507.8% | $11,252+107.8% |