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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 | $22,564 | $144,124-84.3% | $117,857-80.9% | $147,585-84.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.95% | 531.17%-503.2pp | 335.09%-307.1pp | 578.57%-550.6pp |
| Employer contribution / active EE | $2,500 | $4,897-48.9% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $796 | $10,886-92.7% | $8,020-90.1% | $10,885-92.7% |