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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 | $11,122 | $201,344-94.5% | $184,243-94.0% | $145,877-92.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.96% | 29.01%-17.0pp | 28.82%-16.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,031 | $7,022-71.1% | $6,427-68.4% | $4,663-56.5% |
| Participant deferral / active EE | $3,776 | $9,807-61.5% | $9,132-58.7% | $6,691-43.6% |
| Admin fee / account holder | $1,811 | $16,382-88.9% | $13,914-87.0% | $13,402-86.5% |