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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 | $14,397 | $183,592-92.2% | $155,567-90.7% | $145,959-90.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,674-58.7% | $4,661-58.6% |
| Participant deferral / active EE | $2,327 | $6,464-64.0% | $5,628-58.7% | $6,689-65.2% |
| Admin fee / account holder | $2,519 | $19,318-87.0% | $15,916-84.2% | $13,398-81.2% |