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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 | $24,934 | $198,462-87.4% | $170,439-85.4% | $147,585-83.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 257.30%-242.5pp | 205.94%-191.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,371 | $6,184-77.8% | $5,433-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,989 | $5,629-29.1% | $4,939-19.3% | $5,439-26.7% |
| Admin fee / account holder | $50,070 | $16,852+197.1% | $13,881+260.7% | $10,886+360.0% |