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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 | $16,348 | $232,540-93.0% | $185,117-91.2% | $147,586-88.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.28% | 43.03%-30.7pp | 40.50%-28.2pp | 578.59%-566.3pp |
| Employer contribution / active EE | $3,110 | $5,195-40.1% | $4,182-25.6% | $4,876-36.2% |
| Participant deferral / active EE | $3,172 | $5,834-45.6% | $5,045-37.1% | $5,439-41.7% |
| Admin fee / account holder | $9,936 | $10,275-3.3% | $8,159+21.8% | $10,886-8.7% |