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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 | $23,202 | $227,399-89.8% | $189,758-87.8% | $198,609-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.01% | 61.03%-43.0pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $4,036 | $5,526-27.0% | $4,767-15.3% | $5,055-20.2% |
| Participant deferral / active EE | $6,441 | $6,837-5.8% | $5,856+10.0% | $6,977-7.7% |
| Admin fee / account holder | $8,858 | $25,162-64.8% | $20,388-56.6% | $19,030-53.5% |