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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 | $25,716 | $176,786-85.5% | $146,643-82.5% | $167,536-84.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.35% | 24.04%-13.7pp | 22.75%-12.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,690 | $5,161-67.3% | $4,137-59.2% | $4,839-65.1% |
| Participant deferral / active EE | $5,840 | $6,440-9.3% | $5,506+6.1% | $6,342-7.9% |
| Admin fee / account holder | $2,801 | $13,262-78.9% | $10,280-72.8% | $12,315-77.3% |