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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 | $28,762 | $78,707-63.5% | $117,861-75.6% | $70,126-59.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.86% | 23.30%-3.4pp | 335.11%-315.2pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,155 | $2,223-3.1% | $3,786-43.1% | $2,343-8.0% |
| Participant deferral / active EE | $6,019 | $3,297+82.5% | $4,482+34.3% | $3,332+80.6% |
| Admin fee / account holder | $4,409 | $5,066-13.0% | $8,021-45.0% | $4,645-5.1% |