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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 | $19,739 | $198,457-90.1% | $170,435-88.4% | $147,586-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.38% | 257.30%-240.9pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,231 | $5,629-7.1% | $4,939+5.9% | $5,439-3.8% |
| Admin fee / account holder | $503 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |