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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 | $26,805 | $202,342-86.8% | $172,753-84.5% | $152,909-82.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.36% | 1029.88%-1016.5pp | 803.00%-789.6pp | 345.46%-332.1pp |
| Employer contribution / active EE | $7,920 | $5,857+35.2% | $5,144+54.0% | $4,764+66.3% |
| Participant deferral / active EE | $13,770 | $5,948+131.5% | $5,198+164.9% | $5,851+135.3% |
| Admin fee / account holder | $444 | $17,112-97.4% | $13,956-96.8% | $11,601-96.2% |