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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 | $10,739 | $157,296-93.2% | $141,191-92.4% | $152,897-93.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.63% | 64.34%-27.7pp | 71.41%-34.8pp | 345.43%-308.8pp |
| Employer contribution / active EE | $2,548 | $5,262-51.6% | $4,736-46.2% | $4,764-46.5% |
| Participant deferral / active EE | $9,383 | $7,111+32.0% | $6,710+39.8% | $5,851+60.4% |
| Admin fee / account holder | $1,913 | $12,125-84.2% | $10,264-81.4% | $11,599-83.5% |