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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 | $11,580 | $209,405-94.5% | $178,486-93.5% | $158,931-92.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.62% | 188.77%-181.1pp | 151.08%-143.5pp | 302.86%-295.2pp |
| Employer contribution / active EE | $8,767 | $5,707+53.6% | $5,011+75.0% | $4,761+84.1% |
| Participant deferral / active EE | $7,612 | $5,954+27.8% | $5,202+46.3% | $5,982+27.2% |
| Admin fee / account holder | $528,692 | $17,076+2996.2% | $13,985+3680.5% | $11,247+4600.9% |