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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 | $22,541 | $227,399-90.1% | $189,758-88.1% | $198,609-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.62% | 61.03%-36.4pp | 52.62%-28.0pp | 202.70%-178.1pp |
| Employer contribution / active EE | $3,440 | $5,526-37.8% | $4,767-27.8% | $5,055-32.0% |
| Participant deferral / active EE | $12,560 | $6,837+83.7% | $5,856+114.5% | $6,977+80.0% |
| Admin fee / account holder | $891 | $25,162-96.5% | $20,388-95.6% | $19,030-95.3% |