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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 | $24,289 | $227,399-89.3% | $189,758-87.2% | $198,609-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.20% | 61.03%-52.8pp | 52.62%-44.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $2,560 | $5,526-53.7% | $4,767-46.3% | $5,055-49.4% |
| Participant deferral / active EE | $3,410 | $6,837-50.1% | $5,856-41.8% | $6,977-51.1% |
| Admin fee / account holder | $1,477 | $25,162-94.1% | $20,388-92.8% | $19,030-92.2% |