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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 | $183,627-94.5% | $155,602-93.6% | $145,978-93.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.41% | 61.32%-47.9pp | 64.81%-51.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,043 | $5,316-80.4% | $4,675-77.7% | $4,662-77.6% |
| Participant deferral / active EE | $3,914 | $6,466-39.5% | $5,629-30.5% | $6,690-41.5% |
| Admin fee / account holder | $367 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |