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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 | $13,130 | $148,623-91.2% | $135,974-90.3% | $139,466-90.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.42% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $10,066 | $5,246+91.9% | $4,859+107.2% | $4,754+111.7% |
| Participant deferral / active EE | $18,704 | $8,103+130.8% | $7,760+141.0% | $6,712+178.7% |
| Admin fee / account holder | $1,314 | $12,406-89.4% | $10,767-87.8% | $11,409-88.5% |