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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 | $17,447 | $144,130-87.9% | $117,861-85.2% | $147,587-88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.56% | 531.20%-516.6pp | 335.11%-320.5pp | 578.60%-564.0pp |
| Employer contribution / active EE | $1,776 | $4,897-63.7% | $3,786-53.1% | $4,876-63.6% |
| Participant deferral / active EE | $2,045 | $5,316-61.5% | $4,482-54.4% | $5,439-62.4% |
| Admin fee / account holder | $1,183 | $10,887-89.1% | $8,021-85.3% | $10,886-89.1% |