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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 | $30,382 | $202,342-85.0% | $172,752-82.4% | $152,897-80.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.03% | 1029.83%-1003.8pp | 802.97%-776.9pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,398 | $5,858-59.1% | $5,144-53.4% | $4,764-49.7% |
| Participant deferral / active EE | $3,877 | $5,948-34.8% | $5,198-25.4% | $5,851-33.7% |
| Admin fee / account holder | $622 | $17,111-96.4% | $13,955-95.5% | $11,599-94.6% |