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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 | $4,035 | $87,166-95.4% | $76,735-94.7% | $137,256-97.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 275.44% | 26.50%+248.9pp | 29.77%+245.7pp | 220.34%+55.1pp |
| Employer contribution / active EE | $2,248 | $2,904-22.6% | $2,454-8.4% | $4,156-45.9% |
| Participant deferral / active EE | $1,692 | $4,726-64.2% | $4,088-58.6% | $6,407-73.6% |
| Admin fee / account holder | $1,741 | $8,403-79.3% | $7,189-75.8% | $12,270-85.8% |