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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 | $12,802 | $183,516-93.0% | $155,534-91.8% | $145,884-91.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,347 | $5,315-74.7% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $2,694 | $6,467-58.3% | $5,630-52.2% | $6,690-59.7% |
| Admin fee / account holder | $440 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |