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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 | $22,651 | $202,345-88.8% | $172,755-86.9% | $152,885-85.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.37% | 1029.77%-993.4pp | 802.94%-766.6pp | 345.39%-309.0pp |
| Employer contribution / active EE | $2,615 | $5,858-55.4% | $5,144-49.2% | $4,763-45.1% |
| Participant deferral / active EE | $13,280 | $5,948+123.3% | $5,198+155.5% | $5,851+127.0% |
| Admin fee / account holder | $559 | $17,111-96.7% | $13,955-96.0% | $11,598-95.2% |