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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 | $28,792 | $125,797-77.1% | $170,057-83.1% | $75,177-61.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 57.34% | 27.20%+30.1pp | 53.42%+3.9pp | 160.75%-103.4pp |
| Employer contribution / active EE | $3,838 | $4,616-16.9% | $6,790-43.5% | $2,671+43.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $371 | $8,177-95.5% | $12,826-97.1% | $5,651-93.4% |