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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 | $2,947 | $111,830-97.4% | $93,696-96.9% | $145,884-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.13% | 204.08%-178.9pp | 133.74%-108.6pp | 551.85%-526.7pp |
| Employer contribution / active EE | $3,948 | $3,093+27.6% | $2,422+63.0% | $4,662-15.3% |
| Participant deferral / active EE | $1,324 | $4,920-73.1% | $4,417-70.0% | $6,690-80.2% |
| Admin fee / account holder | $2,599 | $10,249-74.6% | $8,287-68.6% | $13,392-80.6% |