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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 | $11,331 | $202,342-94.4% | $172,752-93.4% | $152,897-92.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 19.34% | 1029.83%-1010.5pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,074 | $5,858-64.6% | $5,144-59.7% | $4,764-56.5% |
| Participant deferral / active EE | $2,828 | $5,948-52.5% | $5,198-45.6% | $5,851-51.7% |
| Admin fee / account holder | $1,687 | $17,111-90.1% | $13,955-87.9% | $11,599-85.5% |