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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 | $8,882 | $201,372-95.6% | $184,260-95.2% | $145,884-93.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,060 | $7,024-13.7% | $6,427-5.7% | $4,662+30.0% |
| Participant deferral / active EE | $17,368 | $9,808+77.1% | $9,133+90.2% | $6,690+159.6% |
| Admin fee / account holder | $871 | $16,362-94.7% | $13,898-93.7% | $13,392-93.5% |