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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 | $14,596 | $202,342-92.8% | $172,752-91.6% | $152,897-90.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.19% | 1029.83%-1011.6pp | 802.97%-784.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,645 | $5,858-71.9% | $5,144-68.0% | $4,764-65.5% |
| Participant deferral / active EE | $4,218 | $5,948-29.1% | $5,198-18.9% | $5,851-27.9% |
| Admin fee / account holder | $7,401 | $17,111-56.7% | $13,955-47.0% | $11,599-36.2% |