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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 | $22,110 | $124,336-82.2% | $111,303-80.1% | $167,518-86.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 53.09% | 37.45%+15.6pp | 54.66%-1.6pp | 478.71%-425.6pp |
| Employer contribution / active EE | $1,154 | $3,436-66.4% | $2,731-57.8% | $4,838-76.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,367 | $10,623-87.1% | $7,966-82.8% | $12,312-88.9% |