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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 | $25,126 | $160,059-84.3% | $140,019-82.1% | $135,380-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.92% | 911.48%-907.6pp | 651.17%-647.2pp | 519.81%-515.9pp |
| Employer contribution / active EE | $3,929 | $6,420-38.8% | $5,605-29.9% | $4,779-17.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,272 | $13,328-75.4% | $10,705-69.4% | $10,828-69.8% |