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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 | $22,306 | $227,291-90.2% | $214,702-89.6% | $155,188-85.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.33% | 60.08%-39.7pp | 54.55%-34.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,202 | $6,772-67.5% | $6,461-65.9% | $4,248-48.2% |
| Participant deferral / active EE | $8,224 | $9,582-14.2% | $9,147-10.1% | $6,531+25.9% |
| Admin fee / account holder | $2,150 | $20,413-89.5% | $19,830-89.2% | $14,480-85.2% |