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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 | $19,314 | $209,336-90.8% | $197,124-90.2% | $137,256-85.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.27% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,740 | $6,591-73.6% | $6,227-72.1% | $4,156-58.1% |
| Participant deferral / active EE | $4,012 | $9,614-58.3% | $9,135-56.1% | $6,407-37.4% |
| Admin fee / account holder | $362 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |