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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 | $16,376 | $160,070-89.8% | $147,117-88.9% | $145,897-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,949 | $5,285-44.2% | $4,932-40.2% | $4,663-36.8% |
| Participant deferral / active EE | $4,658 | $8,419-44.7% | $8,065-42.2% | $6,689-30.4% |
| Admin fee / account holder | $918 | $15,035-93.9% | $12,993-92.9% | $13,390-93.1% |