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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 | $19,293 | $78,705-75.5% | $117,857-83.6% | $70,131-72.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.60% | 23.30%-10.7pp | 335.09%-322.5pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,132 | $2,223+85.8% | $3,786+9.1% | $2,342+76.4% |
| Participant deferral / active EE | $3,815 | $3,297+15.7% | $4,482-14.9% | $3,332+14.5% |
| Admin fee / account holder | $500 | $5,065-90.1% | $8,020-93.8% | $4,645-89.2% |