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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 | $23,303 | $168,636-86.2% | $147,618-84.2% | $125,388-81.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $7,092 | $6,252+13.4% | $5,565+27.4% | $4,866+45.7% |
| Participant deferral / active EE | $4,850 | $5,507-11.9% | $4,895-0.9% | $5,352-9.4% |
| Admin fee / account holder | $785 | $13,580-94.2% | $11,612-93.2% | $9,541-91.8% |