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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 | $26,689 | $217,432-87.7% | $185,849-85.6% | $167,536-84.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.15% | 148.42%-139.3pp | 122.10%-112.9pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,356 | $6,357-47.2% | $5,569-39.7% | $6,342-47.1% |
| Admin fee / account holder | $648 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |