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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 | $21,224 | $202,342-89.5% | $172,752-87.7% | $152,897-86.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.56% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,575 | $5,858-73.1% | $5,144-69.4% | $4,764-66.9% |
| Participant deferral / active EE | $5,381 | $5,948-9.5% | $5,198+3.5% | $5,851-8.0% |
| Admin fee / account holder | $5,224 | $17,111-69.5% | $13,955-62.6% | $11,599-55.0% |