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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 | $6,018 | $202,342-97.0% | $172,753-96.5% | $152,909-96.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.98% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,348 | $5,857-59.9% | $5,144-54.4% | $4,764-50.7% |
| Participant deferral / active EE | $2,814 | $5,948-52.7% | $5,198-45.9% | $5,851-51.9% |
| Admin fee / account holder | $4,475 | $17,112-73.9% | $13,956-67.9% | $11,601-61.4% |