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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 | $11,901 | $183,592-93.5% | $155,574-92.4% | $145,877-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,255 | $5,317-57.6% | $4,676-51.8% | $4,663-51.6% |
| Participant deferral / active EE | $2,251 | $6,466-65.2% | $5,629-60.0% | $6,691-66.4% |
| Admin fee / account holder | $993 | $19,316-94.9% | $15,914-93.8% | $13,402-92.6% |