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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 | $9,773 | $127,387-92.3% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 140.46% | 31.28%+109.2pp | 26.14%+114.3pp | 282.24%-141.8pp |
| Employer contribution / active EE | $1,464 | $5,166-71.7% | $4,608-68.2% | $4,866-69.9% |
| Participant deferral / active EE | $2,259 | $6,423-64.8% | $6,026-62.5% | $5,352-57.8% |
| Admin fee / account holder | $405 | $9,516-95.7% | $8,175-95.1% | $9,541-95.8% |