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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 | $21,381 | $212,386-89.9% | $199,883-89.3% | $138,895-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 65.99% | 47.75%+18.2pp | 43.81%+22.2pp | 145.39%-79.4pp |
| Employer contribution / active EE | $2,411 | $6,625-63.6% | $6,261-61.5% | $4,194-42.5% |
| Participant deferral / active EE | $16,764 | $9,617+74.3% | $9,138+83.4% | $6,396+162.1% |
| Admin fee / account holder | $317 | $18,233-98.3% | $17,268-98.2% | $12,562-97.5% |