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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 | $8,402 | $100,938-91.7% | $90,461-90.7% | $158,982-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.27% | 1727.20%-1711.9pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,428 | $3,691-7.1% | $3,264+5.0% | $4,763-28.0% |
| Participant deferral / active EE | $2,717 | $4,350-37.5% | $3,964-31.5% | $5,983-54.6% |
| Admin fee / account holder | $4,837 | $6,510-25.7% | $5,617-13.9% | $11,252-57.0% |