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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 | $23,439 | $72,486-67.7% | $87,103-73.1% | $72,976-67.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 121.55% | 24.46%+97.1pp | 28.19%+93.4pp | 81.02%+40.5pp |
| Employer contribution / active EE | $4,633 | $1,894+144.6% | $2,521+83.7% | $2,440+89.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $810 | $5,055-84.0% | $7,491-89.2% | $5,124-84.2% |