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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 | $14,228 | $166,131-91.4% | $164,975-91.4% | $145,877-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.59% | 100.37%-81.8pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,975 | $5,276-24.7% | $4,343-8.5% | $4,663-14.8% |
| Participant deferral / active EE | $8,908 | $6,962+28.0% | $6,033+47.6% | $6,691+33.1% |
| Admin fee / account holder | $3,435 | $16,648-79.4% | $12,688-72.9% | $13,402-74.4% |