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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 | $27,876 | $209,422-86.7% | $178,503-84.4% | $158,982-82.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.05% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,660 | $5,707-53.4% | $5,011-46.9% | $4,763-44.2% |
| Participant deferral / active EE | $9,975 | $5,955+67.5% | $5,202+91.7% | $5,983+66.7% |
| Admin fee / account holder | $643 | $17,079-96.2% | $13,987-95.4% | $11,252-94.3% |