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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 | $223,823-90.0% | $211,142-89.4% | $154,746-85.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.33% | 50.39%-30.1pp | 46.84%-26.5pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,202 | $6,787-67.6% | $6,442-65.8% | $4,379-49.7% |
| Participant deferral / active EE | $8,224 | $9,750-15.7% | $9,284-11.4% | $6,730+22.2% |
| Admin fee / account holder | $2,150 | $19,707-89.1% | $19,076-88.7% | $14,365-85.0% |