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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 | $27,989 | $202,345-86.2% | $172,755-83.8% | $152,885-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 1029.77%-1006.2pp | 802.94%-779.3pp | 345.39%-321.8pp |
| Employer contribution / active EE | $2,064 | $5,858-64.8% | $5,144-59.9% | $4,763-56.7% |
| Participant deferral / active EE | $3,992 | $5,948-32.9% | $5,198-23.2% | $5,851-31.8% |
| Admin fee / account holder | $441 | $17,111-97.4% | $13,955-96.8% | $11,598-96.2% |