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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 | $15,486 | $160,070-90.3% | $147,117-89.5% | $145,897-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 82.84% | 98.69%-15.8pp | 420.54%-337.7pp | 552.29%-469.4pp |
| Employer contribution / active EE | $4,797 | $5,285-9.2% | $4,932-2.7% | $4,663+2.9% |
| Participant deferral / active EE | $4,983 | $8,419-40.8% | $8,065-38.2% | $6,689-25.5% |
| Admin fee / account holder | $4,940 | $15,035-67.1% | $12,993-62.0% | $13,390-63.1% |