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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 | $10,780 | $198,457-94.6% | $170,435-93.7% | $147,586-92.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,031 | $6,183-67.2% | $5,432-62.6% | $4,876-58.4% |
| Participant deferral / active EE | $3,651 | $5,629-35.2% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $2,989 | $16,852-82.3% | $13,881-78.5% | $10,886-72.5% |