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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 | $8,614 | $176,688-95.1% | $130,660-93.4% | $152,909-94.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.04% | 2693.08%-2677.0pp | 1709.29%-1693.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,855 | $5,743-50.3% | $4,092-30.2% | $4,764-40.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $338 | $7,131-95.3% | $5,463-93.8% | $11,601-97.1% |