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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 | $24,817 | $96,731-74.3% | $123,973-80.0% | $86,983-71.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 50.62% | 17.33%+33.3pp | 388.13%-337.5pp | 25.83%+24.8pp |
| Employer contribution / active EE | $9,400 | $3,297+185.1% | $4,126+127.8% | $2,584+263.7% |
| Participant deferral / active EE | $5,027 | $4,152+21.1% | $5,247-4.2% | $4,194+19.9% |
| Admin fee / account holder | $358 | $8,722-95.9% | $11,799-97.0% | $7,856-95.4% |