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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 | $15,812 | $202,345-92.2% | $172,755-90.8% | $152,885-89.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.79% | 1029.77%-1013.0pp | 802.94%-786.2pp | 345.39%-328.6pp |
| Employer contribution / active EE | $2,070 | $5,858-64.7% | $5,144-59.8% | $4,763-56.5% |
| Participant deferral / active EE | $2,765 | $5,948-53.5% | $5,198-46.8% | $5,851-52.7% |
| Admin fee / account holder | $2,871 | $17,111-83.2% | $13,955-79.4% | $11,598-75.2% |