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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 | $9,409 | $81,664-88.5% | $70,476-86.6% | $158,966-94.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.15% | 208.59%-181.4pp | 109.12%-82.0pp | 302.95%-275.8pp |
| Employer contribution / active EE | $2,482 | $3,219-22.9% | $2,738-9.4% | $4,762-47.9% |
| Participant deferral / active EE | $4,375 | $4,556-4.0% | $3,710+17.9% | $5,983-26.9% |
| Admin fee / account holder | $812 | $6,197-86.9% | $3,847-78.9% | $11,250-92.8% |