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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 | $13,614 | $160,040-91.5% | $147,096-90.7% | $145,877-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.30% | 98.49%-64.2pp | 419.75%-385.5pp | 551.28%-517.0pp |
| Employer contribution / active EE | $1,169 | $5,289-77.9% | $4,936-76.3% | $4,663-74.9% |
| Participant deferral / active EE | $9,213 | $8,429+9.3% | $8,071+14.2% | $6,691+37.7% |
| Admin fee / account holder | $3,697 | $15,050-75.4% | $13,005-71.6% | $13,402-72.4% |