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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 | $22,988 | $105,284-78.2% | $150,734-84.7% | $94,015-75.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 31.60% | 15.67%+15.9pp | 600.81%-569.2pp | 17.84%+13.8pp |
| Employer contribution / active EE | $4,564 | $3,599+26.8% | $4,918-7.2% | $2,790+63.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,077 | $9,839-78.9% | $14,905-86.1% | $8,951-76.8% |