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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 | $13,013 | $209,422-93.8% | $178,503-92.7% | $158,982-91.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.01% | 188.81%-157.8pp | 151.12%-120.1pp | 302.99%-272.0pp |
| Employer contribution / active EE | $1,731 | $5,707-69.7% | $5,011-65.4% | $4,763-63.6% |
| Participant deferral / active EE | $2,167 | $5,955-63.6% | $5,202-58.4% | $5,983-63.8% |
| Admin fee / account holder | $402 | $17,079-97.6% | $13,987-97.1% | $11,252-96.4% |