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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 | $19,884 | $209,336-90.5% | $197,124-89.9% | $137,256-85.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.09% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,065 | $6,591-68.7% | $6,227-66.8% | $4,156-50.3% |
| Participant deferral / active EE | $3,350 | $9,614-65.2% | $9,135-63.3% | $6,407-47.7% |
| Admin fee / account holder | $1,593 | $17,308-90.8% | $16,298-90.2% | $12,270-87.0% |