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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 | $24,477 | $202,342-87.9% | $172,753-85.8% | $152,909-84.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.15% | 1029.88%-1010.7pp | 803.00%-783.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $3,404 | $5,857-41.9% | $5,144-33.8% | $4,764-28.5% |
| Participant deferral / active EE | $3,787 | $5,948-36.3% | $5,198-27.1% | $5,851-35.3% |
| Admin fee / account holder | $3,024 | $17,112-82.3% | $13,956-78.3% | $11,601-73.9% |