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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 | $29,301 | $196,972-85.1% | $182,262-83.9% | $198,609-85.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.64% | 158.27%-148.6pp | 140.60%-131.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $1,644 | $5,364-69.3% | $5,046-67.4% | $5,055-67.5% |
| Participant deferral / active EE | $5,750 | $8,643-33.5% | $8,276-30.5% | $6,977-17.6% |
| Admin fee / account holder | $30,741 | $18,429+66.8% | $16,712+83.9% | $19,030+61.5% |