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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 | $16,765 | $202,342-91.7% | $172,752-90.3% | $152,897-89.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.64% | 1029.83%-1007.2pp | 802.97%-780.3pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,930 | $5,858-50.0% | $5,144-43.0% | $4,764-38.5% |
| Participant deferral / active EE | $2,343 | $5,948-60.6% | $5,198-54.9% | $5,851-60.0% |
| Admin fee / account holder | $1,008 | $17,111-94.1% | $13,955-92.8% | $11,599-91.3% |