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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 | $14,333 | $165,381-91.3% | $149,730-90.4% | $158,966-91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 322.13% | 348.29%-26.2pp | 276.70%+45.4pp | 302.95%+19.2pp |
| Employer contribution / active EE | $2,644 | $5,104-48.2% | $4,645-43.1% | $4,762-44.5% |
| Participant deferral / active EE | $4,588 | $7,182-36.1% | $6,843-33.0% | $5,983-23.3% |
| Admin fee / account holder | $1,089 | $10,809-89.9% | $9,310-88.3% | $11,250-90.3% |