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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 | $16,490 | $175,257-90.6% | $149,717-89.0% | $139,456-88.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 51.90% | 166.70%-114.8pp | 134.41%-82.5pp | 373.45%-321.5pp |
| Employer contribution / active EE | $6,715 | $5,477+22.6% | $4,820+39.3% | $4,753+41.3% |
| Participant deferral / active EE | $4,393 | $6,521-32.6% | $5,682-22.7% | $6,711-34.5% |
| Admin fee / account holder | $724 | $16,156-95.5% | $13,213-94.5% | $11,407-93.7% |