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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 | $25,060 | $185,883-86.5% | $170,043-85.3% | $139,466-82.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.47% | 60.54%-48.1pp | 53.40%-40.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $4,781 | $7,596-37.1% | $6,790-29.6% | $4,754+0.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $23,000 | $15,393+49.4% | $12,824+79.3% | $11,409+101.6% |