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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 | $26,110 | $209,422-87.5% | $178,503-85.4% | $158,982-83.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.75% | 188.81%-170.1pp | 151.12%-132.4pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,344 | $5,707-58.9% | $5,011-53.2% | $4,763-50.8% |
| Participant deferral / active EE | $5,821 | $5,955-2.2% | $5,202+11.9% | $5,983-2.7% |
| Admin fee / account holder | $498 | $17,079-97.1% | $13,987-96.4% | $11,252-95.6% |