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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 | $21,657 | $77,574-72.1% | $108,753-80.1% | $86,983-75.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 52.01% | 18.42%+33.6pp | 37.47%+14.5pp | 25.83%+26.2pp |
| Employer contribution / active EE | $2,919 | $1,611+81.2% | $2,427+20.3% | $2,584+12.9% |
| Participant deferral / active EE | $4,224 | $3,128+35.0% | $4,115+2.7% | $4,194+0.7% |
| Admin fee / account holder | $1,658 | $6,529-74.6% | $10,320-83.9% | $7,856-78.9% |