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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 | $11,979 | $106,008-88.7% | $92,240-87.0% | $147,586-91.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.00% | 50.05%-38.1pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,101 | $4,333-74.6% | $3,680-70.1% | $4,876-77.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $622 | $6,333-90.2% | $5,194-88.0% | $10,886-94.3% |