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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 | $26,976 | $202,342-86.7% | $172,752-84.4% | $152,897-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.79% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $5,205 | $5,858-11.1% | $5,144+1.2% | $4,764+9.3% |
| Participant deferral / active EE | $3,543 | $5,948-40.4% | $5,198-31.8% | $5,851-39.4% |
| Admin fee / account holder | $452 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |