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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 | $21,167 | $98,776-78.6% | $149,745-85.9% | $79,856-73.5% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 44.38% | 27.38%+17.0pp | 276.72%-232.3pp | 31.71%+12.7pp |
| Employer contribution / active EE | $4,025 | $3,217+25.1% | $4,646-13.4% | $2,471+62.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,798 | $6,053-70.3% | $9,312-80.7% | $5,306-66.1% |