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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 | $18,663 | $144,130-87.1% | $117,861-84.2% | $147,586-87.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.95% | 531.20%-507.2pp | 335.11%-311.2pp | 578.59%-554.6pp |
| Employer contribution / active EE | $1,829 | $4,897-62.6% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $1,839 | $5,316-65.4% | $4,482-59.0% | $5,439-66.2% |
| Admin fee / account holder | $1,318 | $10,887-87.9% | $8,021-83.6% | $10,886-87.9% |