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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 | $10,545 | $202,342-94.8% | $172,752-93.9% | $152,897-93.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.58% | 1029.83%-1014.2pp | 802.97%-787.4pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,352 | $5,858-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $3,712 | $5,948-37.6% | $5,198-28.6% | $5,851-36.6% |
| Admin fee / account holder | $13,845 | $17,111-19.1% | $13,955-0.8% | $11,599+19.4% |