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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 | $26,097 | $201,372-87.0% | $184,260-85.8% | $145,884-82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 56.00% | 29.04%+27.0pp | 28.84%+27.2pp | 551.85%-495.8pp |
| Employer contribution / active EE | $6,766 | $7,024-3.7% | $6,427+5.3% | $4,662+45.1% |
| Participant deferral / active EE | $5,307 | $9,808-45.9% | $9,133-41.9% | $6,690-20.7% |
| Admin fee / account holder | $479 | $16,362-97.1% | $13,898-96.6% | $13,392-96.4% |