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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 | $19,715 | $86,288-77.2% | $111,306-82.3% | $85,851-77.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.41% | 19.99%+1.4pp | 54.67%-33.3pp | 318.63%-297.2pp |
| Employer contribution / active EE | $1,683 | $2,044-17.7% | $2,732-38.4% | $2,565-34.4% |
| Participant deferral / active EE | $2,527 | $3,641-30.6% | $4,488-43.7% | $3,952-36.1% |
| Admin fee / account holder | $375 | $8,189-95.4% | $7,966-95.3% | $6,261-94.0% |