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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 | $23,628 | $138,393-82.9% | $184,256-87.2% | $80,959-70.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 103.63% | 20.01%+83.6pp | 28.85%+74.8pp | 35.67%+68.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,081 | $7,076-28.2% | $9,133-44.4% | $4,300+18.2% |
| Admin fee / account holder | $1,546 | $10,489-85.3% | $13,899-88.9% | $6,925-77.7% |