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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 | $15,163 | $202,342-92.5% | $172,752-91.2% | $152,897-90.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 19.87% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,171 | $5,948-63.5% | $5,198-58.2% | $5,851-62.9% |
| Admin fee / account holder | $1,761 | $17,111-89.7% | $13,955-87.4% | $11,599-84.8% |