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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 | $10,883 | $226,135-95.2% | $182,558-94.0% | $152,909-92.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 34.39% | 192.60%-158.2pp | 148.59%-114.2pp | 345.46%-311.1pp |
| Employer contribution / active EE | $700 | $4,979-85.9% | $4,076-82.8% | $4,764-85.3% |
| Participant deferral / active EE | $4,875 | $6,371-23.5% | $5,526-11.8% | $5,851-16.7% |
| Admin fee / account holder | $2,371 | $10,707-77.9% | $8,594-72.4% | $11,601-79.6% |