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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 | $18,537 | $165,939-88.8% | $122,354-84.9% | $147,586-87.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 28.74% | 34.56%-5.8pp | 30.28%-1.5pp | 578.59%-549.9pp |
| Employer contribution / active EE | $4,180 | $5,754-27.4% | $4,051+3.2% | $4,876-14.3% |
| Participant deferral / active EE | $7,699 | $4,005+92.2% | $3,287+134.2% | $5,439+41.5% |
| Admin fee / account holder | $449 | $7,425-94.0% | $5,479-91.8% | $10,886-95.9% |