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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 | $31,122 | $196,972-84.2% | $182,262-82.9% | $198,609-84.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.30% | 158.27%-153.0pp | 140.60%-135.3pp | 202.70%-197.4pp |
| Employer contribution / active EE | $5,667 | $5,364+5.7% | $5,046+12.3% | $5,055+12.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,158 | $18,429-88.3% | $16,712-87.1% | $19,030-88.7% |