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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 | $21,568 | $226,135-90.5% | $182,558-88.2% | $152,909-85.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.96% | 192.60%-174.6pp | 148.59%-130.6pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,404 | $4,979-71.8% | $4,076-65.5% | $4,764-70.5% |
| Participant deferral / active EE | $2,536 | $6,371-60.2% | $5,526-54.1% | $5,851-56.7% |
| Admin fee / account holder | $4,054 | $10,707-62.1% | $8,594-52.8% | $11,601-65.1% |