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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 | $12,461 | $160,040-92.2% | $147,096-91.5% | $145,877-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,810 | $5,289-46.9% | $4,936-43.1% | $4,663-39.7% |
| Participant deferral / active EE | $4,800 | $8,429-43.1% | $8,071-40.5% | $6,691-28.3% |
| Admin fee / account holder | $393 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |