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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 | $17,522 | $104,098-83.2% | $140,514-87.5% | $94,015-81.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 60.39% | 15.14%+45.3pp | 14.36%+46.0pp | 17.84%+42.5pp |
| Employer contribution / active EE | $2,173 | $2,388-9.0% | $3,378-35.7% | $2,790-22.1% |
| Participant deferral / active EE | $3,821 | $4,033-5.3% | $4,919-22.3% | $4,249-10.1% |
| Admin fee / account holder | $1,224 | $10,439-88.3% | $13,697-91.1% | $8,951-86.3% |