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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 | $27,041 | $217,432-87.6% | $185,851-85.4% | $167,553-83.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.32% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $4,206 | $5,874-28.4% | $5,168-18.6% | $4,840-13.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,241 | $19,820-88.7% | $16,245-86.2% | $12,316-81.8% |