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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 | $31,719 | $198,461-84.0% | $170,436-81.4% | $147,585-78.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.84% | 257.30%-225.5pp | 205.94%-174.1pp | 578.57%-546.7pp |
| Employer contribution / active EE | $2,373 | $6,184-61.6% | $5,433-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,373 | $16,852-85.9% | $13,880-82.9% | $10,885-78.2% |