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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 | $12,873 | $171,867-92.5% | $149,721-91.4% | $147,586-91.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.71% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.59%-565.9pp |
| Employer contribution / active EE | $3,493 | $6,275-44.3% | $5,444-35.8% | $4,876-28.4% |
| Participant deferral / active EE | $8,304 | $7,270+14.2% | $6,568+26.4% | $5,439+52.7% |
| Admin fee / account holder | $543 | $13,799-96.1% | $11,282-95.2% | $10,886-95.0% |