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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 | $13,254 | $157,304-91.6% | $141,197-90.6% | $152,909-91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.64% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $1,484 | $5,263-71.8% | $4,736-68.7% | $4,764-68.9% |
| Participant deferral / active EE | $5,221 | $7,111-26.6% | $6,710-22.2% | $5,851-10.8% |
| Admin fee / account holder | $1,824 | $12,126-85.0% | $10,265-82.2% | $11,601-84.3% |