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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 | $11,025 | $160,070-93.1% | $147,117-92.5% | $145,897-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.63% | 98.69%-80.1pp | 420.54%-401.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $2,401 | $5,285-54.6% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $2,915 | $8,419-65.4% | $8,065-63.8% | $6,689-56.4% |
| Admin fee / account holder | $1,035 | $15,035-93.1% | $12,993-92.0% | $13,390-92.3% |