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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 | $10,032 | $183,592-94.5% | $155,574-93.6% | $145,877-93.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.41% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,043 | $5,317-80.4% | $4,676-77.7% | $4,663-77.6% |
| Participant deferral / active EE | $3,914 | $6,466-39.5% | $5,629-30.5% | $6,691-41.5% |
| Admin fee / account holder | $367 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |