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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 | $19,478 | $157,829-87.7% | $136,867-85.8% | $198,609-90.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.28% | 51.25%-40.0pp | 42.97%-31.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,833 | $3,923-27.8% | $3,547-20.1% | $5,055-44.0% |
| Participant deferral / active EE | $4,950 | $5,463-9.4% | $4,924+0.5% | $6,977-29.0% |
| Admin fee / account holder | $2,727 | $11,107-75.4% | $10,340-73.6% | $19,030-85.7% |