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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 | $14,869 | $129,737-88.5% | $119,126-87.5% | $154,746-90.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.30% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,959 | $4,375-9.5% | $4,034-1.9% | $4,379-9.6% |
| Participant deferral / active EE | $2,556 | $5,842-56.2% | $5,318-51.9% | $6,730-62.0% |
| Admin fee / account holder | $4,951 | $11,961-58.6% | $10,693-53.7% | $14,365-65.5% |