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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 | $15,257 | $209,422-92.7% | $178,503-91.5% | $158,982-90.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.07% | 188.81%-173.7pp | 151.12%-136.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,491 | $5,707-73.9% | $5,011-70.2% | $4,763-68.7% |
| Participant deferral / active EE | $4,680 | $5,955-21.4% | $5,202-10.0% | $5,983-21.8% |
| Admin fee / account holder | $1,362 | $17,079-92.0% | $13,987-90.3% | $11,252-87.9% |