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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 | $25,300 | $198,457-87.3% | $170,435-85.2% | $147,586-82.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.25% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,199 | $6,183-48.3% | $5,432-41.1% | $4,876-34.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $773 | $16,852-95.4% | $13,881-94.4% | $10,886-92.9% |