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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 | $26,141 | $180,462-85.5% | $154,111-83.0% | $135,379-80.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 3.99% | 888.17%-884.2pp | 735.18%-731.2pp | 519.79%-515.8pp |
| Employer contribution / active EE | $4,394 | $6,036-27.2% | $5,298-17.1% | $4,779-8.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,374 | $16,145-60.5% | $13,411-52.5% | $10,828-41.1% |