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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 | $12,703 | $154,209-91.8% | $130,062-90.2% | $139,487-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.02% | 32.52%-4.5pp | -137.37%+165.4pp | 373.84%-345.8pp |
| Employer contribution / active EE | $3,722 | $5,292-29.7% | $4,322-13.9% | $4,755-21.7% |
| Participant deferral / active EE | $4,519 | $6,709-32.7% | $5,821-22.4% | $6,713-32.7% |
| Admin fee / account holder | $510 | $13,988-96.4% | $10,601-95.2% | $11,407-95.5% |