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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 | $28,435 | $162,821-82.5% | $133,978-78.8% | $158,982-82.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.89% | 41.95%-32.1pp | 45.10%-35.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,263 | $4,976-74.6% | $3,919-67.8% | $4,763-73.5% |
| Participant deferral / active EE | $1,811 | $5,910-69.4% | $5,047-64.1% | $5,983-69.7% |
| Admin fee / account holder | $5,266 | $11,742-55.2% | $8,930-41.0% | $11,252-53.2% |