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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 | $14,727 | $112,121-86.9% | $95,960-84.7% | $158,966-90.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.48% | 171.16%-154.7pp | 91.63%-75.2pp | 302.95%-286.5pp |
| Employer contribution / active EE | $2,267 | $3,199-29.1% | $2,541-10.8% | $4,762-52.4% |
| Participant deferral / active EE | $2,845 | $4,784-40.5% | $4,167-31.7% | $5,983-52.5% |
| Admin fee / account holder | $4,898 | $10,135-51.7% | $6,797-27.9% | $11,250-56.5% |