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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 | $17,655 | $176,688-90.0% | $130,660-86.5% | $152,885-88.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.36% | 2693.08%-2670.7pp | 1709.29%-1686.9pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,735 | $5,743-69.8% | $4,092-57.6% | $4,763-63.6% |
| Participant deferral / active EE | $3,404 | $4,362-22.0% | $3,603-5.5% | $5,851-41.8% |
| Admin fee / account holder | $886 | $7,131-87.6% | $5,463-83.8% | $11,598-92.4% |