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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 | $19,346 | $157,296-87.7% | $141,191-86.3% | $152,897-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.18% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,526 | $5,262-33.0% | $4,736-25.5% | $4,764-26.0% |
| Participant deferral / active EE | $3,418 | $7,111-51.9% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $849 | $12,125-93.0% | $10,264-91.7% | $11,599-92.7% |