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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 | $11,228 | $132,634-91.5% | $115,768-90.3% | $137,256-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 141.44% | 160.70%-19.3pp | 100.46%+41.0pp | 220.34%-78.9pp |
| Employer contribution / active EE | $2,131 | $3,360-36.6% | $2,940-27.5% | $4,156-48.7% |
| Participant deferral / active EE | $2,084 | $5,619-62.9% | $4,917-57.6% | $6,407-67.5% |
| Admin fee / account holder | $2,368 | $15,028-84.2% | $12,439-81.0% | $12,270-80.7% |