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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 | $11,136 | $202,342-94.5% | $172,752-93.6% | $152,897-92.7% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 23.72% | 1029.83%-1006.1pp | 802.97%-779.2pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,155 | $5,858-63.2% | $5,144-58.1% | $4,764-54.8% |
| Participant deferral / active EE | $3,108 | $5,948-47.7% | $5,198-40.2% | $5,851-46.9% |
| Admin fee / account holder | $1,387 | $17,111-91.9% | $13,955-90.1% | $11,599-88.0% |