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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 | $14,132 | $148,582-90.5% | $135,942-89.6% | $139,456-89.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.10% | 79.26%-65.2pp | 68.28%-54.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $2,213 | $5,245-57.8% | $4,858-54.4% | $4,753-53.4% |
| Participant deferral / active EE | $4,034 | $8,101-50.2% | $7,759-48.0% | $6,711-39.9% |
| Admin fee / account holder | $1,747 | $12,402-85.9% | $10,764-83.8% | $11,407-84.7% |