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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 | $16,092 | $209,422-92.3% | $178,503-91.0% | $158,982-89.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.78% | 188.81%-179.0pp | 151.12%-141.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,403 | $5,707-75.4% | $5,011-72.0% | $4,763-70.5% |
| Participant deferral / active EE | $2,148 | $5,955-63.9% | $5,202-58.7% | $5,983-64.1% |
| Admin fee / account holder | $973 | $17,079-94.3% | $13,987-93.0% | $11,252-91.4% |