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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 | $10,854 | $181,062-94.0% | $158,223-93.1% | $155,188-93.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.47% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $1,493 | $4,565-67.3% | $4,109-63.7% | $4,248-64.8% |
| Participant deferral / active EE | $2,499 | $6,134-59.3% | $5,467-54.3% | $6,531-61.7% |
| Admin fee / account holder | $513 | $18,825-97.3% | $16,047-96.8% | $14,480-96.5% |