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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 | $11,068 | $162,136-93.2% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.19% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $2,144 | $4,890-56.2% | $4,624-53.6% | $4,379-51.1% |
| Participant deferral / active EE | $3,302 | $8,341-60.4% | $8,004-58.7% | $6,730-50.9% |
| Admin fee / account holder | $413 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |