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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 | $25,122 | $209,422-88.0% | $178,503-85.9% | $158,982-84.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.47% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $2,371 | $5,707-58.5% | $5,011-52.7% | $4,763-50.2% |
| Participant deferral / active EE | $3,293 | $5,955-44.7% | $5,202-36.7% | $5,983-45.0% |
| Admin fee / account holder | $4,311 | $17,079-74.8% | $13,987-69.2% | $11,252-61.7% |