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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 | $25,152 | $202,342-87.6% | $172,753-85.4% | $152,909-83.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.51% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $2,496 | $5,857-57.4% | $5,144-51.5% | $4,764-47.6% |
| Participant deferral / active EE | $9,346 | $5,948+57.1% | $5,198+79.8% | $5,851+59.7% |
| Admin fee / account holder | $364 | $17,112-97.9% | $13,956-97.4% | $11,601-96.9% |