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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 | $17,157 | $112,099-84.7% | $95,954-82.1% | $158,931-89.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 293.36% | 171.12%+122.2pp | 91.62%+201.7pp | 302.86%-9.5pp |
| Employer contribution / active EE | $3,123 | $3,198-2.4% | $2,541+22.9% | $4,761-34.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,356 | $10,132-86.6% | $6,796-80.0% | $11,247-87.9% |