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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 | $7,637 | $85,171-91.0% | $172,752-95.6% | $72,975-89.5% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 100.63% | 27.32%+73.3pp | 802.97%-702.3pp | 81.01%+19.6pp |
| Employer contribution / active EE | $2,402 | $3,324-27.7% | $5,144-53.3% | $2,440-1.6% |
| Participant deferral / active EE | $2,170 | $3,260-33.4% | $5,198-58.3% | $3,608-39.9% |
| Admin fee / account holder | $485 | $5,880-91.8% | $13,955-96.5% | $5,124-90.5% |