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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 | $16,902 | $202,342-91.6% | $172,753-90.2% | $152,909-88.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.38% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $2,377 | $5,857-59.4% | $5,144-53.8% | $4,764-50.1% |
| Participant deferral / active EE | $3,546 | $5,948-40.4% | $5,198-31.8% | $5,851-39.4% |
| Admin fee / account holder | $1,365 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |