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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 | $2,496 | $169,356-98.5% | $129,406-98.1% | $145,897-98.3% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 15.28% | 14418.62%-14403.3pp | 9468.18%-9452.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,021 | $5,542-81.6% | $4,155-75.4% | $4,663-78.1% |
| Participant deferral / active EE | $1,514 | $4,987-69.6% | $4,167-63.7% | $6,689-77.4% |
| Admin fee / account holder | $910 | $9,915-90.8% | $7,689-88.2% | $13,390-93.2% |