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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 | $11,017 | $165,351-93.3% | $149,710-92.6% | $158,931-93.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.20% | 348.19%-321.0pp | 276.63%-249.4pp | 302.86%-275.7pp |
| Employer contribution / active EE | $1,363 | $5,103-73.3% | $4,645-70.6% | $4,761-71.4% |
| Participant deferral / active EE | $6,290 | $7,181-12.4% | $6,842-8.1% | $5,982+5.1% |
| Admin fee / account holder | $441 | $10,807-95.9% | $9,309-95.3% | $11,247-96.1% |