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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 | $20,592 | $156,616-86.9% | $133,346-84.6% | $198,609-89.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 44.25%-44.3pp | 36.85%-36.9pp | 202.70%-202.7pp |
| Employer contribution / active EE | $7,317 | $3,368+117.3% | $2,853+156.4% | $5,055+44.7% |
| Participant deferral / active EE | $12,716 | $4,920+158.5% | $4,332+193.5% | $6,977+82.3% |
| Admin fee / account holder | $999 | $17,468-94.3% | $14,264-93.0% | $19,030-94.8% |