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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 | $28,915 | $198,457-85.4% | $170,435-83.0% | $147,586-80.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.84% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,583 | $6,183-58.2% | $5,432-52.5% | $4,876-47.0% |
| Participant deferral / active EE | $5,542 | $5,629-1.6% | $4,939+12.2% | $5,439+1.9% |
| Admin fee / account holder | $825 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |