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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 | $12,199 | $160,028-92.4% | $147,080-91.7% | $145,884-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.96% | 98.60%-75.6pp | 420.17%-397.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,778 | $5,286-66.4% | $4,933-64.0% | $4,662-61.9% |
| Participant deferral / active EE | $6,559 | $8,422-22.1% | $8,066-18.7% | $6,690-2.0% |
| Admin fee / account holder | $1,703 | $15,030-88.7% | $12,989-86.9% | $13,392-87.3% |