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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 | $16,000 | $112,933-85.8% | $90,970-82.4% | $158,982-89.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 49.55% | 215.82%-166.3pp | 134.60%-85.0pp | 302.99%-253.4pp |
| Employer contribution / active EE | $3,320 | $2,893+14.8% | $2,122+56.5% | $4,763-30.3% |
| Participant deferral / active EE | $8,486 | $4,128+105.6% | $3,373+151.6% | $5,983+41.8% |
| Admin fee / account holder | $6,502 | $8,047-19.2% | $5,961+9.1% | $11,252-42.2% |