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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 | $15,855 | $162,136-90.2% | $152,301-89.6% | $154,746-89.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.19% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,203 | $4,890-55.0% | $4,624-52.4% | $4,379-49.7% |
| Participant deferral / active EE | $8,311 | $8,341-0.4% | $8,004+3.8% | $6,730+23.5% |
| Admin fee / account holder | $11,131 | $15,759-29.4% | $14,398-22.7% | $14,365-22.5% |