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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 | $16,719 | $116,203-85.6% | $93,621-82.1% | $152,897-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.02% | 35.96%-20.9pp | 32.76%-17.7pp | 345.43%-330.4pp |
| Employer contribution / active EE | $2,429 | $3,219-24.6% | $2,719-10.7% | $4,764-49.0% |
| Participant deferral / active EE | $5,949 | $4,605+29.2% | $4,070+46.2% | $5,851+1.7% |
| Admin fee / account holder | $1,443 | $10,751-86.6% | $7,890-81.7% | $11,599-87.6% |