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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 | $14,424 | $56,200-74.3% | $67,653-78.7% | $59,633-75.8% |
| Participation rate | 84.8% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | 54.90% | 18506.71%-18451.8pp | 6625.22%-6570.3pp | 2041.40%-1986.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,843 | $2,843+140.7% | $3,560+92.2% | $3,192+114.4% |
| Admin fee / account holder | $4,483 | $3,959+13.3% | $4,821-7.0% | $4,297+4.3% |