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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 | $26,749 | $197,637-86.5% | $177,848-85.0% | $158,982-83.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.84% | 58.77%-34.9pp | 48.33%-24.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $4,214 | $6,698-37.1% | $5,919-28.8% | $4,763-11.5% |
| Participant deferral / active EE | $4,331 | $8,405-48.5% | $7,714-43.8% | $5,983-27.6% |
| Admin fee / account holder | $610 | $15,406-96.0% | $12,431-95.1% | $11,252-94.6% |