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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 | $8,651 | $198,457-95.6% | $170,435-94.9% | $147,586-94.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.03% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,324 | $6,183-78.6% | $5,432-75.6% | $4,876-72.9% |
| Participant deferral / active EE | $4,467 | $5,629-20.6% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $4,174 | $16,852-75.2% | $13,881-69.9% | $10,886-61.7% |