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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 | $5,657 | $217,427-97.4% | $185,837-97.0% | $167,518-96.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.23% | 148.39%-134.2pp | 122.08%-107.8pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,959 | $5,874-66.7% | $5,168-62.1% | $4,838-59.5% |
| Participant deferral / active EE | $2,769 | $6,357-56.4% | $5,568-50.3% | $6,342-56.3% |
| Admin fee / account holder | $1,011 | $19,816-94.9% | $16,241-93.8% | $12,312-91.8% |