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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 | $21,615 | $150,446-85.6% | $136,297-84.1% | $147,585-85.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.44% | 1049.14%-1038.7pp | 5156.19%-5145.7pp | 578.58%-568.1pp |
| Employer contribution / active EE | $4,524 | $5,256-13.9% | $4,696-3.7% | $4,876-7.2% |
| Participant deferral / active EE | $4,525 | $6,631-31.8% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $2,779 | $10,906-74.5% | $9,244-69.9% | $10,886-74.5% |