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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 | $28,176 | $198,457-85.8% | $170,435-83.5% | $147,586-80.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.14% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,576 | $6,183-74.5% | $5,432-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,485 | $5,629-55.9% | $4,939-49.7% | $5,439-54.3% |
| Admin fee / account holder | $7,957 | $16,852-52.8% | $13,881-42.7% | $10,886-26.9% |