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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 | $23,652 | $152,460-84.5% | $118,746-80.1% | $147,586-84.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.50% | 17.41%-3.9pp | 24.54%-11.0pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,797 | $5,046-64.4% | $4,193-57.2% | $4,876-63.2% |
| Participant deferral / active EE | $2,357 | $6,212-62.1% | $5,332-55.8% | $5,439-56.7% |
| Admin fee / account holder | $2,659 | $16,953-84.3% | $10,720-75.2% | $10,886-75.6% |