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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 | $6,813 | $175,231-96.1% | $149,696-95.4% | $139,466-95.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 25.27% | 166.77%-141.5pp | 134.46%-109.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $3,176 | $5,478-42.0% | $4,821-34.1% | $4,754-33.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,009 | $16,155-93.8% | $13,212-92.4% | $11,409-91.2% |