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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 | $29,234 | $202,342-85.6% | $172,752-83.1% | $152,897-80.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.71% | 1029.83%-1012.1pp | 802.97%-785.3pp | 345.43%-327.7pp |
| Employer contribution / active EE | $4,578 | $5,858-21.8% | $5,144-11.0% | $4,764-3.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $469 | $17,111-97.3% | $13,955-96.6% | $11,599-96.0% |