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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 | $18,048 | $171,867-89.5% | $149,721-87.9% | $147,586-87.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.53% | 2113.36%-2092.8pp | 1501.67%-1481.1pp | 578.59%-558.1pp |
| Employer contribution / active EE | $3,333 | $6,275-46.9% | $5,444-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $3,387 | $7,270-53.4% | $6,568-48.4% | $5,439-37.7% |
| Admin fee / account holder | $1,274 | $13,799-90.8% | $11,282-88.7% | $10,886-88.3% |