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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 | $8,865 | $129,737-93.2% | $119,126-92.6% | $154,746-94.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.22% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,850 | $4,375-57.7% | $4,034-54.1% | $4,379-57.7% |
| Participant deferral / active EE | $2,948 | $5,842-49.5% | $5,318-44.6% | $6,730-56.2% |
| Admin fee / account holder | $1,212 | $11,961-89.9% | $10,693-88.7% | $14,365-91.6% |