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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 | $30,223 | $209,428-85.6% | $178,498-83.1% | $158,950-81.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.84% | 188.78%-175.9pp | 151.09%-138.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,362 | $5,707-76.1% | $5,011-72.8% | $4,762-71.4% |
| Participant deferral / active EE | $2,514 | $5,955-57.8% | $5,202-51.7% | $5,983-58.0% |
| Admin fee / account holder | $1,479 | $17,077-91.3% | $13,985-89.4% | $11,248-86.9% |