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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 | $11,840 | $154,228-92.3% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.55% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,482 | $4,804-69.1% | $4,554-67.5% | $4,156-64.3% |
| Participant deferral / active EE | $2,462 | $8,216-70.0% | $7,897-68.8% | $6,407-61.6% |
| Admin fee / account holder | $1,277 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |