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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 | $12,028 | $183,516-93.4% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.00% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,642 | $5,315-50.3% | $4,675-43.5% | $4,662-43.3% |
| Participant deferral / active EE | $6,699 | $6,467+3.6% | $5,630+19.0% | $6,690+0.1% |
| Admin fee / account holder | $992 | $19,293-94.9% | $15,900-93.8% | $13,392-92.6% |