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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 | $17,048 | $175,257-90.3% | $149,717-88.6% | $139,456-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 166.70%-155.3pp | 134.41%-123.0pp | 373.45%-362.1pp |
| Employer contribution / active EE | $1,860 | $5,477-66.0% | $4,820-61.4% | $4,753-60.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $898 | $16,156-94.4% | $13,213-93.2% | $11,407-92.1% |