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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 | $26,466 | $168,635-84.3% | $147,617-82.1% | $125,389-78.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.28% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $9,741 | $6,252+55.8% | $5,564+75.1% | $4,866+100.2% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,895-26.5% | $5,352-32.7% |
| Admin fee / account holder | $309 | $13,580-97.7% | $11,612-97.3% | $9,541-96.8% |