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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 | $20,679 | $198,457-89.6% | $170,435-87.9% | $147,586-86.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.03% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,593 | $6,183-74.2% | $5,432-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,279 | $5,629-41.7% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $353 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |