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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 | $18,915 | $98,776-80.9% | $149,745-87.4% | $79,856-76.3% |
| Participation rate | 90.5% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+20.9pp |
| Annual return | 39.51% | 27.38%+12.1pp | 276.72%-237.2pp | 31.71%+7.8pp |
| Employer contribution / active EE | $5,995 | $3,217+86.4% | $4,646+29.1% | $2,471+142.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,541 | $6,053-41.5% | $9,312-62.0% | $5,306-33.3% |