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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 | $7,227 | $174,379-95.9% | $152,093-95.2% | $138,895-94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,857 | $4,652-38.6% | $4,175-31.6% | $4,194-31.9% |
| Participant deferral / active EE | $14,406 | $6,159+133.9% | $5,451+164.3% | $6,396+125.2% |
| Admin fee / account holder | $1,190 | $16,880-93.0% | $14,497-91.8% | $12,562-90.5% |