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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 | $26,028 | $93,345-72.1% | $119,126-78.2% | $87,485-70.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 19.77% | 19.08%+0.7pp | 282.11%-262.3pp | 26.06%-6.3pp |
| Employer contribution / active EE | $6,034 | $3,172+90.2% | $4,034+49.6% | $2,596+132.4% |
| Participant deferral / active EE | $4,491 | $4,099+9.6% | $5,318-15.5% | $4,274+5.1% |
| Admin fee / account holder | $420 | $8,039-94.8% | $10,693-96.1% | $7,775-94.6% |