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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 | $27,409 | $217,427-87.4% | $185,837-85.3% | $167,518-83.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.87% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $3,388 | $5,874-42.3% | $5,168-34.5% | $4,838-30.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,190 | $19,816-94.0% | $16,241-92.7% | $12,312-90.3% |