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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 | $102,595-98.5% | $94,057-98.4% | $154,746-99.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.03% | 583.42%-559.4pp | 480.62%-456.6pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,282 | $3,147+4.3% | $2,933+11.9% | $4,379-25.1% |
| Participant deferral / active EE | $6,038 | $5,118+18.0% | $4,709+28.2% | $6,730-10.3% |
| Admin fee / account holder | $40,153 | $7,736+419.0% | $7,244+454.3% | $14,365+179.5% |