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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 | $4,294 | $154,209-97.2% | $130,062-96.7% | $139,487-96.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 32.52%-18.4pp | -137.37%+151.5pp | 373.84%-359.7pp |
| Employer contribution / active EE | $4,347 | $5,292-17.9% | $4,322+0.6% | $4,755-8.6% |
| Participant deferral / active EE | $2,948 | $6,709-56.1% | $5,821-49.4% | $6,713-56.1% |
| Admin fee / account holder | $457 | $13,988-96.7% | $10,601-95.7% | $11,407-96.0% |