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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 | $23,211 | $217,432-89.3% | $185,851-87.5% | $167,553-86.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.66% | 148.43%-128.8pp | 122.11%-102.4pp | 478.89%-459.2pp |
| Employer contribution / active EE | $1,663 | $5,874-71.7% | $5,168-67.8% | $4,840-65.6% |
| Participant deferral / active EE | $3,911 | $6,357-38.5% | $5,569-29.8% | $6,343-38.3% |
| Admin fee / account holder | $1,530 | $19,820-92.3% | $16,245-90.6% | $12,316-87.6% |