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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 | $11,362 | $183,516-93.8% | $155,534-92.7% | $145,884-92.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 119.98% | 61.43%+58.6pp | 64.92%+55.1pp | 551.85%-431.9pp |
| Employer contribution / active EE | $1,224 | $5,315-77.0% | $4,675-73.8% | $4,662-73.7% |
| Participant deferral / active EE | $9,388 | $6,467+45.2% | $5,630+66.7% | $6,690+40.3% |
| Admin fee / account holder | $954 | $19,293-95.1% | $15,900-94.0% | $13,392-92.9% |