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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 | $14,802 | $175,259-91.6% | $149,723-90.1% | $139,487-89.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 39.33% | 166.82%-127.5pp | 134.50%-95.2pp | 373.84%-334.5pp |
| Employer contribution / active EE | $3,000 | $5,478-45.2% | $4,821-37.8% | $4,755-36.9% |
| Participant deferral / active EE | $7,640 | $6,522+17.2% | $5,682+34.5% | $6,713+13.8% |
| Admin fee / account holder | $1,099 | $16,158-93.2% | $13,215-91.7% | $11,407-90.4% |