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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 | $21,653 | $165,399-86.9% | $149,745-85.5% | $158,982-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.18% | 348.34%-307.2pp | 276.72%-235.5pp | 302.99%-261.8pp |
| Employer contribution / active EE | $3,168 | $5,105-37.9% | $4,646-31.8% | $4,763-33.5% |
| Participant deferral / active EE | $6,918 | $7,183-3.7% | $6,843+1.1% | $5,983+15.6% |
| Admin fee / account holder | $3,429 | $10,811-68.3% | $9,312-63.2% | $11,252-69.5% |