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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 | $16,850 | $157,304-89.3% | $141,197-88.1% | $152,909-89.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.89% | 64.34%-33.5pp | 71.41%-40.5pp | 345.46%-314.6pp |
| Employer contribution / active EE | $2,880 | $5,263-45.3% | $4,736-39.2% | $4,764-39.5% |
| Participant deferral / active EE | $9,106 | $7,111+28.1% | $6,710+35.7% | $5,851+55.6% |
| Admin fee / account holder | $937 | $12,126-92.3% | $10,265-90.9% | $11,601-91.9% |