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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 | $9,764 | $106,008-90.8% | $92,240-89.4% | $147,586-93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,357 | $4,478-25.0% | $3,897-13.9% | $5,439-38.3% |
| Admin fee / account holder | $8,605 | $6,333+35.9% | $5,194+65.7% | $10,886-21.0% |