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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 | $14,753 | $107,363-86.3% | $92,909-84.1% | $152,897-90.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.88% | 145.63%-120.7pp | 109.44%-84.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,418 | $4,222-42.7% | $3,653-33.8% | $4,764-49.2% |
| Participant deferral / active EE | $7,043 | $4,848+45.3% | $4,238+66.2% | $5,851+20.4% |
| Admin fee / account holder | $309 | $7,082-95.6% | $5,795-94.7% | $11,599-97.3% |