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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 | $11,189 | $171,492-93.5% | $150,734-92.6% | $198,609-94.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 6.08% | 804.70%-798.6pp | 600.81%-594.7pp | 202.70%-196.6pp |
| Employer contribution / active EE | $4,215 | $5,470-23.0% | $4,918-14.3% | $5,055-16.6% |
| Participant deferral / active EE | $8,762 | $6,259+40.0% | $5,610+56.2% | $6,977+25.6% |
| Admin fee / account holder | $30,327 | $17,628+72.0% | $14,905+103.5% | $19,030+59.4% |