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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 | $28,967 | $171,867-83.1% | $149,716-80.7% | $147,585-80.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.91% | 2113.36%-2099.5pp | 1501.67%-1487.8pp | 578.58%-564.7pp |
| Employer contribution / active EE | $2,397 | $6,275-61.8% | $5,444-56.0% | $4,876-50.8% |
| Participant deferral / active EE | $11,672 | $7,270+60.5% | $6,568+77.7% | $5,439+114.6% |
| Admin fee / account holder | $13,139 | $13,799-4.8% | $11,282+16.5% | $10,886+20.7% |