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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 | $13,444 | $212,386-93.7% | $199,883-93.3% | $138,895-90.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.23% | 47.75%-21.5pp | 43.81%-17.6pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,680 | $6,625-74.6% | $6,261-73.2% | $4,194-59.9% |
| Participant deferral / active EE | $3,816 | $9,617-60.3% | $9,138-58.2% | $6,396-40.3% |
| Admin fee / account holder | $445 | $18,233-97.6% | $17,268-97.4% | $12,562-96.5% |