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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 | $6,101 | $178,174-96.6% | $156,181-96.1% | $137,256-95.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 54.10% | 84.19%-30.1pp | 64.87%-10.8pp | 220.34%-166.2pp |
| Employer contribution / active EE | $2,990 | $4,972-39.9% | $4,294-30.4% | $4,156-28.1% |
| Participant deferral / active EE | $4,559 | $6,888-33.8% | $6,132-25.7% | $6,407-28.8% |
| Admin fee / account holder | $709 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |