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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 | $18,266 | $157,304-88.4% | $141,197-87.1% | $152,909-88.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.27% | 64.34%-35.1pp | 71.41%-42.1pp | 345.46%-316.2pp |
| Employer contribution / active EE | $6,328 | $5,263+20.2% | $4,736+33.6% | $4,764+32.8% |
| Participant deferral / active EE | $8,899 | $7,111+25.1% | $6,710+32.6% | $5,851+52.1% |
| Admin fee / account holder | $1,910 | $12,126-84.3% | $10,265-81.4% | $11,601-83.5% |