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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 | $18,815 | $217,432-91.3% | $185,849-89.9% | $167,536-88.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.40% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,594 | $5,875-72.9% | $5,169-69.2% | $4,839-67.1% |
| Participant deferral / active EE | $3,563 | $6,357-44.0% | $5,569-36.0% | $6,342-43.8% |
| Admin fee / account holder | $1,656 | $19,818-91.6% | $16,244-89.8% | $12,315-86.5% |