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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 | $7,121 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 34.97% | 103.84%-68.9pp | 89.72%-54.8pp | 172.34%-137.4pp |
| Employer contribution / active EE | $8,097 | $4,769+69.8% | $4,268+89.7% | $4,379+84.9% |
| Participant deferral / active EE | $5,882 | $6,350-7.4% | $5,630+4.5% | $6,730-12.6% |
| Admin fee / account holder | $1,381 | $18,654-92.6% | $16,006-91.4% | $14,365-90.4% |