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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 | $25,109 | $197,637-87.3% | $177,848-85.9% | $158,982-84.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.79% | 58.77%-39.0pp | 48.33%-28.5pp | 302.99%-283.2pp |
| Employer contribution / active EE | $3,303 | $6,698-50.7% | $5,919-44.2% | $4,763-30.6% |
| Participant deferral / active EE | $4,871 | $8,405-42.0% | $7,714-36.9% | $5,983-18.6% |
| Admin fee / account holder | $2,922 | $15,406-81.0% | $12,431-76.5% | $11,252-74.0% |