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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 | $12,023 | $201,259-94.0% | $184,200-93.5% | $145,959-91.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 65.92% | 28.98%+36.9pp | 28.80%+37.1pp | 561.95%-496.0pp |
| Employer contribution / active EE | $2,091 | $7,018-70.2% | $6,424-67.4% | $4,661-55.1% |
| Participant deferral / active EE | $3,958 | $9,806-59.6% | $9,132-56.7% | $6,689-40.8% |
| Admin fee / account holder | $994 | $16,372-93.9% | $13,907-92.8% | $13,398-92.6% |