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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 | $1,490 | $70,366-97.9% | $66,674-97.8% | $138,895-98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.03% | 386.41%-362.4pp | 321.24%-297.2pp | 145.39%-121.4pp |
| Employer contribution / active EE | $3,282 | $2,765+18.7% | $2,620+25.3% | $4,194-21.7% |
| Participant deferral / active EE | $6,038 | $4,374+38.0% | $4,084+47.8% | $6,396-5.6% |
| Admin fee / account holder | $40,153 | $5,262+663.0% | $5,098+687.6% | $12,562+219.6% |