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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 | $5,516 | $108,922-94.9% | $100,398-94.5% | $145,978-96.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 68.99% | 58.04%+11.0pp | 49.32%+19.7pp | 550.52%-481.5pp |
| Employer contribution / active EE | $2,624 | $4,426-40.7% | $3,946-33.5% | $4,662-43.7% |
| Participant deferral / active EE | $2,893 | $8,450-65.8% | $8,084-64.2% | $6,690-56.8% |
| Admin fee / account holder | $5,516 | $9,680-43.0% | $7,893-30.1% | $13,400-58.8% |