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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 | $22,220 | $185,905-88.0% | $170,057-86.9% | $139,487-84.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 60.23% | 60.56%-0.3pp | 53.42%+6.8pp | 373.84%-313.6pp |
| Employer contribution / active EE | $11,974 | $7,597+57.6% | $6,790+76.3% | $4,755+151.8% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $999 | $15,397-93.5% | $12,826-92.2% | $11,407-91.2% |