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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 | $24,551 | $196,972-87.5% | $182,262-86.5% | $198,609-87.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 46.50% | 158.27%-111.8pp | 140.60%-94.1pp | 202.70%-156.2pp |
| Employer contribution / active EE | $2,652 | $5,364-50.6% | $5,046-47.4% | $5,055-47.5% |
| Participant deferral / active EE | $4,474 | $8,643-48.2% | $8,276-45.9% | $6,977-35.9% |
| Admin fee / account holder | $759 | $18,429-95.9% | $16,712-95.5% | $19,030-96.0% |