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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 | $12,797 | $175,257-92.7% | $149,717-91.5% | $139,456-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 166.70%-149.9pp | 134.41%-117.6pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,798 | $5,477-67.2% | $4,820-62.7% | $4,753-62.2% |
| Participant deferral / active EE | $3,420 | $6,521-47.6% | $5,682-39.8% | $6,711-49.0% |
| Admin fee / account holder | $14,717 | $16,156-8.9% | $13,213+11.4% | $11,407+29.0% |