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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 | $18,769 | $198,461-90.5% | $170,436-89.0% | $147,585-87.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.55% | 257.30%-246.8pp | 205.94%-195.4pp | 578.57%-568.0pp |
| Employer contribution / active EE | $6,744 | $6,184+9.1% | $5,433+24.1% | $4,876+38.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,437 | $16,852-91.5% | $13,880-89.6% | $10,885-86.8% |