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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 | $14,386 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.42% | 103.84%-80.4pp | 89.72%-66.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,133 | $4,769-55.3% | $4,268-50.0% | $4,379-51.3% |
| Participant deferral / active EE | $4,720 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $649 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |