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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 | $30,859 | $202,342-84.7% | $172,753-82.1% | $152,909-79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.24% | 1029.88%-1009.6pp | 803.00%-782.8pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,641 | $5,857-54.9% | $5,144-48.7% | $4,764-44.6% |
| Participant deferral / active EE | $4,776 | $5,948-19.7% | $5,198-8.1% | $5,851-18.4% |
| Admin fee / account holder | $534 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |