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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 | $27,426 | $202,342-86.4% | $172,753-84.1% | $152,909-82.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 24.73% | 1029.88%-1005.1pp | 803.00%-778.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,783 | $5,857-69.6% | $5,144-65.3% | $4,764-62.6% |
| Participant deferral / active EE | $4,078 | $5,948-31.4% | $5,198-21.5% | $5,851-30.3% |
| Admin fee / account holder | $4,958 | $17,112-71.0% | $13,956-64.5% | $11,601-57.3% |