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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 | $14,131 | $138,076-89.8% | $123,553-88.6% | $135,380-89.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.15% | 153.70%-145.5pp | 119.21%-111.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $1,297 | $5,152-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $590 | $10,917-94.6% | $9,284-93.6% | $10,828-94.6% |