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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 | $16,101 | $149,741-89.2% | $118,914-86.5% | $158,982-89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.18% | 19.94%+3.2pp | 35.89%-12.7pp | 302.99%-279.8pp |
| Employer contribution / active EE | $2,993 | $4,119-27.3% | $3,264-8.3% | $4,763-37.2% |
| Participant deferral / active EE | $6,849 | $5,226+31.1% | $4,266+60.6% | $5,983+14.5% |
| Admin fee / account holder | $2,053 | $8,607-76.1% | $6,582-68.8% | $11,252-81.8% |