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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 | $17,679 | $201,372-91.2% | $184,260-90.4% | $145,884-87.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 29.04%-16.3pp | 28.84%-16.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,045 | $7,024-56.6% | $6,427-52.6% | $4,662-34.7% |
| Participant deferral / active EE | $6,671 | $9,808-32.0% | $9,133-27.0% | $6,690-0.3% |
| Admin fee / account holder | $995 | $16,362-93.9% | $13,898-92.8% | $13,392-92.6% |