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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 | $25,510 | $217,432-88.3% | $185,849-86.3% | $167,536-84.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.44% | 148.42%-115.0pp | 122.10%-88.7pp | 478.82%-445.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,271 | $6,357-32.8% | $5,569-23.3% | $6,342-32.7% |
| Admin fee / account holder | $512 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |