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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 | $15,926 | $78,670-79.8% | $109,173-85.4% | $85,847-81.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 177.24% | 25.09%+152.1pp | 25.75%+151.5pp | 318.61%-141.4pp |
| Employer contribution / active EE | $14,389 | $2,734+426.3% | $3,723+286.5% | $2,565+460.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,069 | $5,469+11.0% | $6,755-10.2% | $6,261-3.1% |