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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 | $16,832 | $116,203-85.5% | $93,621-82.0% | $152,909-89.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 47.59% | 35.96%+11.6pp | 32.76%+14.8pp | 345.46%-297.9pp |
| Employer contribution / active EE | $11,356 | $3,219+252.8% | $2,719+317.7% | $4,764+138.4% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,435 | $10,751-86.7% | $7,890-81.8% | $11,601-87.6% |