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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 | $13,535 | $132,099-89.8% | $115,599-88.3% | $138,895-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.53% | 176.76%-159.2pp | 111.10%-93.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,167 | $3,416-36.6% | $2,955-26.7% | $4,194-48.3% |
| Participant deferral / active EE | $2,277 | $5,617-59.5% | $4,889-53.4% | $6,396-64.4% |
| Admin fee / account holder | $1,636 | $15,650-89.5% | $12,841-87.3% | $12,562-87.0% |