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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 | $6,810 | $180,749-96.2% | $160,784-95.8% | $137,256-95.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 10.56% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,101 | $4,155-73.5% | $3,733-70.5% | $4,156-73.5% |
| Participant deferral / active EE | $3,900 | $6,844-43.0% | $6,293-38.0% | $6,407-39.1% |
| Admin fee / account holder | $292,732 | $10,397+2715.6% | $9,717+2912.6% | $12,270+2285.7% |