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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 | $22,377 | $143,969-84.5% | $199,883-88.8% | $82,637-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 85.38% | 25.67%+59.7pp | 43.81%+41.6pp | 53.51%+31.9pp |
| Employer contribution / active EE | $2,757 | $4,632-40.5% | $6,261-56.0% | $2,552+8.0% |
| Participant deferral / active EE | $7,314 | $6,937+5.4% | $9,138-20.0% | $4,126+77.3% |
| Admin fee / account holder | $664 | $14,597-95.5% | $17,268-96.2% | $7,339-91.0% |