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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 | $28,071 | $198,457-85.9% | $170,435-83.5% | $147,586-81.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.27% | 257.30%-243.0pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $11,221 | $6,183+81.5% | $5,432+106.6% | $4,876+130.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,758 | $16,852-89.6% | $13,881-87.3% | $10,886-83.9% |