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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 | $14,688 | $150,447-90.2% | $136,298-89.2% | $147,586-90.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.06% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,488 | $5,256-52.7% | $4,696-47.0% | $4,876-49.0% |
| Participant deferral / active EE | $4,126 | $6,631-37.8% | $6,247-33.9% | $5,439-24.1% |
| Admin fee / account holder | $377 | $10,906-96.5% | $9,244-95.9% | $10,886-96.5% |