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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 | $21,098 | $227,291-90.7% | $214,702-90.2% | $155,188-86.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.26% | 60.08%-38.8pp | 54.55%-33.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,900 | $6,772-57.2% | $6,461-55.1% | $4,248-31.7% |
| Participant deferral / active EE | $5,368 | $9,582-44.0% | $9,147-41.3% | $6,531-17.8% |
| Admin fee / account holder | $1,661 | $20,413-91.9% | $19,830-91.6% | $14,480-88.5% |