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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 | $10,993 | $165,939-93.4% | $122,354-91.0% | $147,585-92.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 37.13% | 34.56%+2.6pp | 30.28%+6.9pp | 578.58%-541.5pp |
| Employer contribution / active EE | $1,652 | $5,754-71.3% | $4,051-59.2% | $4,876-66.1% |
| Participant deferral / active EE | $8,625 | $4,005+115.3% | $3,287+162.4% | $5,439+58.6% |
| Admin fee / account holder | $575 | $7,425-92.3% | $5,479-89.5% | $10,886-94.7% |