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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 | $17,111 | $232,540-92.6% | $185,117-90.8% | $147,586-88.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.10% | 43.03%-34.9pp | 40.50%-32.4pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,591 | $5,195-69.4% | $4,182-61.9% | $4,876-67.4% |
| Participant deferral / active EE | $2,046 | $5,834-64.9% | $5,045-59.4% | $5,439-62.4% |
| Admin fee / account holder | $379 | $10,275-96.3% | $8,159-95.4% | $10,886-96.5% |