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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 | $28,728 | $171,867-83.3% | $149,721-80.8% | $147,586-80.5% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 21.01% | 2113.36%-2092.3pp | 1501.67%-1480.7pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,610 | $6,275-58.4% | $5,444-52.1% | $4,876-46.5% |
| Participant deferral / active EE | $7,371 | $7,270+1.4% | $6,568+12.2% | $5,439+35.5% |
| Admin fee / account holder | $763 | $13,799-94.5% | $11,282-93.2% | $10,886-93.0% |