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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 | $24,308 | $209,422-88.4% | $178,503-86.4% | $158,982-84.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.15% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,234 | $5,707-60.9% | $5,011-55.4% | $4,763-53.1% |
| Participant deferral / active EE | $2,781 | $5,955-53.3% | $5,202-46.5% | $5,983-53.5% |
| Admin fee / account holder | $1,069 | $17,079-93.7% | $13,987-92.4% | $11,252-90.5% |