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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 | $17,079 | $165,399-89.7% | $149,745-88.6% | $158,982-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.81% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,225 | $5,105-76.0% | $4,646-73.6% | $4,763-74.3% |
| Participant deferral / active EE | $2,450 | $7,183-65.9% | $6,843-64.2% | $5,983-59.1% |
| Admin fee / account holder | $1,458 | $10,811-86.5% | $9,312-84.3% | $11,252-87.0% |