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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 | $13,585 | $167,504-91.9% | $151,628-91.0% | $134,509-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.28% | 7.81%-25.1pp | 3.34%-20.6pp | 418.13%-435.4pp |
| Employer contribution / active EE | $8,022 | $6,828+17.5% | $6,165+30.1% | $4,741+69.2% |
| Participant deferral / active EE | $3,292 | $8,985-63.4% | $8,363-60.6% | $6,400-48.6% |
| Admin fee / account holder | $11,264 | $13,779-18.2% | $11,613-3.0% | $11,427-1.4% |