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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 | $13,603 | $84,236-83.9% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 162.16% | 23.06%+139.1pp | 205.94%-43.8pp | 73.15%+89.0pp |
| Employer contribution / active EE | $3,758 | $3,387+11.0% | $5,432-30.8% | $2,343+60.4% |
| Participant deferral / active EE | $3,062 | $3,086-0.8% | $4,939-38.0% | $3,332-8.1% |
| Admin fee / account holder | $595 | $5,698-89.6% | $13,881-95.7% | $4,645-87.2% |