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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 | $10,045 | $172,111-94.2% | $150,298-93.3% | $137,256-92.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 14.82% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,787 | $4,636-61.5% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $7,900 | $6,166+28.1% | $5,453+44.9% | $6,407+23.3% |
| Admin fee / account holder | $145,335 | $16,471+782.4% | $14,116+929.6% | $12,270+1084.5% |