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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 | $6,623 | $201,344-96.7% | $184,243-96.4% | $145,877-95.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 81.47% | 29.01%+52.5pp | 28.82%+52.7pp | 551.28%-469.8pp |
| Employer contribution / active EE | $3,070 | $7,022-56.3% | $6,427-52.2% | $4,663-34.2% |
| Participant deferral / active EE | $5,043 | $9,807-48.6% | $9,132-44.8% | $6,691-24.6% |
| Admin fee / account holder | $2,769 | $16,382-83.1% | $13,914-80.1% | $13,402-79.3% |