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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 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 51.90% | 166.77%-114.9pp | 134.46%-82.6pp | 373.66%-321.8pp |
| Employer contribution / active EE | $6,715 | $5,478+22.6% | $4,821+39.3% | $4,754+41.3% |
| Participant deferral / active EE | $4,393 | $6,521-32.6% | $5,682-22.7% | $6,712-34.6% |
| Admin fee / account holder | $724 | $16,155-95.5% | $13,212-94.5% | $11,409-93.7% |