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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 | $21,903 | $171,867-87.3% | $149,721-85.4% | $147,586-85.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.29% | 2113.36%-2097.1pp | 1501.67%-1485.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,371 | $6,275-78.1% | $5,444-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,789 | $13,799-87.0% | $11,282-84.1% | $10,886-83.6% |