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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 | $22,213 | $202,345-89.0% | $172,755-87.1% | $152,885-85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 38.66% | 1029.77%-991.1pp | 802.94%-764.3pp | 345.39%-306.7pp |
| Employer contribution / active EE | $5,100 | $5,858-12.9% | $5,144-0.9% | $4,763+7.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,709 | $17,111-90.0% | $13,955-87.8% | $11,598-85.3% |