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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 | $9,867 | $232,540-95.8% | $185,117-94.7% | $147,586-93.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 27.31% | 43.03%-15.7pp | 40.50%-13.2pp | 578.59%-551.3pp |
| Employer contribution / active EE | $3,025 | $5,195-41.8% | $4,182-27.7% | $4,876-38.0% |
| Participant deferral / active EE | $1,496 | $5,834-74.4% | $5,045-70.4% | $5,439-72.5% |
| Admin fee / account holder | $2,433 | $10,275-76.3% | $8,159-70.2% | $10,886-77.6% |