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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 | $17,130 | $136,860-87.5% | $120,344-85.8% | $154,746-88.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 67.18% | 21.38%+45.8pp | 20.30%+46.9pp | 172.34%-105.2pp |
| Employer contribution / active EE | $6,179 | $3,533+74.9% | $3,020+104.6% | $4,379+41.1% |
| Participant deferral / active EE | $9,201 | $5,793+58.8% | $5,135+79.2% | $6,730+36.7% |
| Admin fee / account holder | $4,230 | $15,393-72.5% | $12,742-66.8% | $14,365-70.6% |