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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 | $14,781 | $157,296-90.6% | $141,191-89.5% | $152,897-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.50% | 64.34%-38.8pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,437 | $5,262-72.7% | $4,736-69.7% | $4,764-69.8% |
| Participant deferral / active EE | $2,407 | $7,111-66.2% | $6,710-64.1% | $5,851-58.9% |
| Admin fee / account holder | $1,841 | $12,125-84.8% | $10,264-82.1% | $11,599-84.1% |