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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 | $13,215 | $181,062-92.7% | $158,223-91.6% | $155,188-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 35.27% | 57.39%-22.1pp | 52.09%-16.8pp | 148.84%-113.6pp |
| Employer contribution / active EE | $5,426 | $4,565+18.9% | $4,109+32.0% | $4,248+27.7% |
| Participant deferral / active EE | $11,329 | $6,134+84.7% | $5,467+107.2% | $6,531+73.5% |
| Admin fee / account holder | $11,538 | $18,825-38.7% | $16,047-28.1% | $14,480-20.3% |