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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 | $20,788 | $70,418-70.5% | $96,570-78.5% | $85,847-75.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 121.35% | 18.59%+102.8pp | 37.79%+83.6pp | 318.61%-197.3pp |
| Employer contribution / active EE | $2,340 | $1,413+65.6% | $2,357-0.7% | $2,565-8.8% |
| Participant deferral / active EE | $2,792 | $2,894-3.5% | $3,849-27.5% | $3,952-29.4% |
| Admin fee / account holder | $977 | $4,995-80.5% | $6,182-84.2% | $6,261-84.4% |