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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 | $16,271 | $176,105-90.8% | $159,474-89.8% | $167,536-90.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.28% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $3,547 | $5,299-33.1% | $4,831-26.6% | $4,839-26.7% |
| Participant deferral / active EE | $3,825 | $7,751-50.6% | $7,353-48.0% | $6,342-39.7% |
| Admin fee / account holder | $1,571 | $12,559-87.5% | $10,802-85.5% | $12,315-87.2% |