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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 | $12,498 | $201,372-93.8% | $184,260-93.2% | $145,884-91.4% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 27.96% | 29.04%-1.1pp | 28.84%-0.9pp | 551.85%-523.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,814 | $9,808-30.5% | $9,133-25.4% | $6,690+1.9% |
| Admin fee / account holder | $985 | $16,362-94.0% | $13,898-92.9% | $13,392-92.6% |