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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 | $9,200 | $156,398-94.1% | $147,318-93.8% | $138,895-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 28.86% | 78.75%-49.9pp | 70.43%-41.6pp | 145.39%-116.5pp |
| Employer contribution / active EE | $2,186 | $4,853-55.0% | $4,593-52.4% | $4,194-47.9% |
| Participant deferral / active EE | $3,763 | $8,237-54.3% | $7,906-52.4% | $6,396-41.2% |
| Admin fee / account holder | $3,891 | $14,976-74.0% | $13,708-71.6% | $12,562-69.0% |