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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 | $27,557 | $202,342-86.4% | $172,753-84.0% | $152,909-82.0% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 21.67% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,514 | $5,857-74.2% | $5,144-70.6% | $4,764-68.2% |
| Participant deferral / active EE | $3,335 | $5,948-43.9% | $5,198-35.8% | $5,851-43.0% |
| Admin fee / account holder | $846 | $17,112-95.1% | $13,956-93.9% | $11,601-92.7% |