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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 | $20,876 | $127,387-83.6% | $115,038-81.9% | $125,389-83.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.33% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,482 | $5,166+6.1% | $4,608+19.0% | $4,866+12.7% |
| Participant deferral / active EE | $5,742 | $6,423-10.6% | $6,026-4.7% | $5,352+7.3% |
| Admin fee / account holder | $369 | $9,516-96.1% | $8,175-95.5% | $9,541-96.1% |