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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 | $8,651 | $156,616-94.5% | $133,346-93.5% | $198,609-95.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 27.40% | 44.25%-16.9pp | 36.85%-9.5pp | 202.70%-175.3pp |
| Employer contribution / active EE | $3,329 | $3,368-1.2% | $2,853+16.7% | $5,055-34.1% |
| Participant deferral / active EE | $4,363 | $4,920-11.3% | $4,332+0.7% | $6,977-37.5% |
| Admin fee / account holder | $2,365 | $17,468-86.5% | $14,264-83.4% | $19,030-87.6% |