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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 | $13,530 | $175,231-92.3% | $149,696-91.0% | $139,466-90.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.58% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $6,189 | $5,478+13.0% | $4,821+28.4% | $4,754+30.2% |
| Participant deferral / active EE | $12,174 | $6,521+86.7% | $5,682+114.2% | $6,712+81.4% |
| Admin fee / account holder | $6,105 | $16,155-62.2% | $13,212-53.8% | $11,409-46.5% |