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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 | $23,640 | $105,210-77.5% | $159,487-85.2% | $85,851-72.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 168.49% | 45.08%+123.4pp | 263.71%-95.2pp | 318.63%-150.1pp |
| Employer contribution / active EE | $719 | $3,319-78.3% | $4,831-85.1% | $2,565-72.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $336 | $6,934-95.2% | $10,804-96.9% | $6,261-94.6% |