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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 | $19,316 | $157,304-87.7% | $141,197-86.3% | $152,909-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.14% | 64.34%-35.2pp | 71.41%-42.3pp | 345.46%-316.3pp |
| Employer contribution / active EE | $4,363 | $5,263-17.1% | $4,736-7.9% | $4,764-8.4% |
| Participant deferral / active EE | $4,191 | $7,111-41.1% | $6,710-37.5% | $5,851-28.4% |
| Admin fee / account holder | $790 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |