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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 | $6,154 | $150,447-95.9% | $136,298-95.5% | $147,586-95.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.63% | 1049.15%-1024.5pp | 5156.27%-5131.6pp | 578.59%-554.0pp |
| Employer contribution / active EE | $16,667 | $5,256+217.1% | $4,696+254.9% | $4,876+241.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,115 | $10,906+20.3% | $9,244+41.9% | $10,886+20.5% |