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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 | $29,239 | $99,994-70.8% | $146,643-80.1% | $85,847-65.9% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 83.38% | 18.93%+64.5pp | 22.75%+60.6pp | 318.61%-235.2pp |
| Employer contribution / active EE | $7,918 | $2,559+209.4% | $4,137+91.4% | $2,565+208.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,447 | $7,703-68.2% | $10,280-76.2% | $6,261-60.9% |