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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 | $26,333 | $197,637-86.7% | $177,848-85.2% | $158,982-83.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.30% | 58.77%-41.5pp | 48.33%-31.0pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,620 | $8,405+2.6% | $7,714+11.7% | $5,983+44.1% |
| Admin fee / account holder | $9,949 | $15,406-35.4% | $12,431-20.0% | $11,252-11.6% |