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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 | $21,688 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 33.31% | 1049.15%-1015.8pp | 5156.27%-5123.0pp | 578.59%-545.3pp |
| Employer contribution / active EE | $2,795 | $5,256-46.8% | $4,696-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $3,460 | $6,631-47.8% | $6,247-44.6% | $5,439-36.4% |
| Admin fee / account holder | $1,119 | $10,906-89.7% | $9,244-87.9% | $10,886-89.7% |