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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 | $17,545 | $162,136-89.2% | $152,301-88.5% | $154,746-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 34.22% | 91.02%-56.8pp | 80.50%-46.3pp | 172.34%-138.1pp |
| Employer contribution / active EE | $2,646 | $4,890-45.9% | $4,624-42.8% | $4,379-39.6% |
| Participant deferral / active EE | $8,098 | $8,341-2.9% | $8,004+1.2% | $6,730+20.3% |
| Admin fee / account holder | $470 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |