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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 | $20,960 | $198,461-89.4% | $170,436-87.7% | $147,585-85.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.31% | 257.30%-245.0pp | 205.94%-193.6pp | 578.57%-566.3pp |
| Employer contribution / active EE | $2,586 | $6,184-58.2% | $5,433-52.4% | $4,876-47.0% |
| Participant deferral / active EE | $2,177 | $5,629-61.3% | $4,939-55.9% | $5,439-60.0% |
| Admin fee / account holder | $2,095 | $16,852-87.6% | $13,880-84.9% | $10,885-80.8% |