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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 | $11,251 | $124,314-90.9% | $109,163-89.7% | $167,518-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.91% | 26.04%+6.9pp | 25.75%+7.2pp | 478.71%-445.8pp |
| Employer contribution / active EE | $3,390 | $4,209-19.5% | $3,723-8.9% | $4,838-29.9% |
| Participant deferral / active EE | $3,056 | $5,256-41.9% | $4,654-34.3% | $6,342-51.8% |
| Admin fee / account holder | $555 | $7,973-93.0% | $6,754-91.8% | $12,312-95.5% |