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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 | $5,516 | $108,897-94.9% | $100,378-94.5% | $145,877-96.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 68.99% | 58.17%+10.8pp | 49.41%+19.6pp | 551.28%-482.3pp |
| Employer contribution / active EE | $2,624 | $4,420-40.6% | $3,942-33.4% | $4,663-43.7% |
| Participant deferral / active EE | $2,893 | $8,455-65.8% | $8,087-64.2% | $6,691-56.8% |
| Admin fee / account holder | $5,516 | $9,690-43.1% | $7,899-30.2% | $13,402-58.8% |