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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 | $7,895 | $176,077-95.5% | $159,455-95.0% | $167,518-95.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.87% | 331.83%-296.0pp | 263.63%-227.8pp | 478.71%-442.8pp |
| Employer contribution / active EE | $1,145 | $5,298-78.4% | $4,830-76.3% | $4,838-76.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $501 | $12,556-96.0% | $10,800-95.4% | $12,312-95.9% |