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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 | $20,306 | $171,492-88.2% | $150,734-86.5% | $198,609-89.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.49% | 804.70%-786.2pp | 600.81%-582.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $2,949 | $5,470-46.1% | $4,918-40.0% | $5,055-41.7% |
| Participant deferral / active EE | $6,301 | $6,259+0.7% | $5,610+12.3% | $6,977-9.7% |
| Admin fee / account holder | $659 | $17,628-96.3% | $14,905-95.6% | $19,030-96.5% |