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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 | $22,729 | $160,059-85.8% | $140,019-83.8% | $135,380-83.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.93% | 911.48%-906.5pp | 651.17%-646.2pp | 519.81%-514.9pp |
| Employer contribution / active EE | $3,052 | $6,420-52.5% | $5,605-45.6% | $4,779-36.1% |
| Participant deferral / active EE | $9,275 | $7,641+21.4% | $6,927+33.9% | $5,609+65.4% |
| Admin fee / account holder | $66,446 | $13,328+398.5% | $10,705+520.7% | $10,828+513.6% |