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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 | $9,448 | $227,291-95.8% | $214,702-95.6% | $155,188-93.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.53% | 60.08%-37.5pp | 54.55%-32.0pp | 148.84%-126.3pp |
| Employer contribution / active EE | $2,131 | $6,772-68.5% | $6,461-67.0% | $4,248-49.8% |
| Participant deferral / active EE | $3,650 | $9,582-61.9% | $9,147-60.1% | $6,531-44.1% |
| Admin fee / account holder | $5,456 | $20,413-73.3% | $19,830-72.5% | $14,480-62.3% |