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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 | $26,584 | $202,342-86.9% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.5%-6.0pp |
| Annual return | 221.57% | 1029.83%-808.3pp | 802.97%-581.4pp | 345.43%-123.9pp |
| Employer contribution / active EE | $3,250 | $5,858-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $6,778 | $5,948+14.0% | $5,198+30.4% | $5,851+15.8% |
| Admin fee / account holder | $1,507 | $17,111-91.2% | $13,955-89.2% | $11,599-87.0% |