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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 | $14,625 | $198,457-92.6% | $170,435-91.4% | $147,586-90.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.95% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,319 | $6,183-78.7% | $5,432-75.7% | $4,876-73.0% |
| Participant deferral / active EE | $4,010 | $5,629-28.8% | $4,939-18.8% | $5,439-26.3% |
| Admin fee / account holder | $759 | $16,852-95.5% | $13,881-94.5% | $10,886-93.0% |