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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 | $34,482 | $227,399-84.8% | $189,758-81.8% | $198,609-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 37.93% | 61.03%-23.1pp | 52.62%-14.7pp | 202.70%-164.8pp |
| Employer contribution / active EE | $2,500 | $5,526-54.8% | $4,767-47.6% | $5,055-50.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,103 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |