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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 | $23,715 | $185,883-87.2% | $170,043-86.1% | $139,466-83.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.75% | 60.54%-33.8pp | 53.40%-26.6pp | 373.66%-346.9pp |
| Employer contribution / active EE | $3,556 | $7,596-53.2% | $6,790-47.6% | $4,754-25.2% |
| Participant deferral / active EE | $10,010 | $11,626-13.9% | $10,410-3.8% | $6,712+49.1% |
| Admin fee / account holder | $506 | $15,393-96.7% | $12,824-96.1% | $11,409-95.6% |