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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 | $4,602 | $108,911-95.8% | $100,392-95.4% | $145,884-96.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.13% | 58.23%-33.1pp | 49.45%-24.3pp | 551.85%-526.7pp |
| Employer contribution / active EE | $2,831 | $4,420-36.0% | $3,941-28.2% | $4,662-39.3% |
| Participant deferral / active EE | $3,049 | $8,459-64.0% | $8,090-62.3% | $6,690-54.4% |
| Admin fee / account holder | $337 | $9,698-96.5% | $7,904-95.7% | $13,392-97.5% |