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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 | $18,686 | $126,661-85.2% | $113,397-83.5% | $138,895-86.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 0.00% | 25.05%-25.1pp | 23.20%-23.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $6,208 | $3,456+79.6% | $2,977+108.5% | $4,194+48.0% |
| Participant deferral / active EE | $11,702 | $5,693+105.6% | $5,076+130.5% | $6,396+83.0% |
| Admin fee / account holder | $310 | $14,549-97.9% | $11,957-97.4% | $12,562-97.5% |