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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 | $11,098 | $183,539-94.0% | $155,556-92.9% | $145,897-92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.31%-49.3pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,381 | $5,315-17.6% | $4,675-6.3% | $4,663-6.0% |
| Participant deferral / active EE | $9,422 | $6,467+45.7% | $5,631+67.3% | $6,689+40.9% |
| Admin fee / account holder | $1,164 | $19,275-94.0% | $15,885-92.7% | $13,390-91.3% |