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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 | $22,448 | $150,447-85.1% | $136,298-83.5% | $147,586-84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.67% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,600 | $5,256-69.6% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $2,714 | $6,631-59.1% | $6,247-56.6% | $5,439-50.1% |
| Admin fee / account holder | $396 | $10,906-96.4% | $9,244-95.7% | $10,886-96.4% |