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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 | $33,703 | $197,603-82.9% | $177,827-81.0% | $158,950-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.31% | 58.76%-37.5pp | 48.32%-27.0pp | 302.91%-281.6pp |
| Employer contribution / active EE | $4,090 | $6,698-38.9% | $5,918-30.9% | $4,762-14.1% |
| Participant deferral / active EE | $4,090 | $8,404-51.3% | $7,713-47.0% | $5,983-31.6% |
| Admin fee / account holder | $424 | $15,402-97.2% | $12,429-96.6% | $11,248-96.2% |