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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 | $9,455 | $150,445-93.7% | $136,297-93.1% | $147,585-93.6% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 14.79% | 1049.14%-1034.3pp | 5156.16%-5141.4pp | 578.57%-563.8pp |
| Employer contribution / active EE | $5,393 | $5,256+2.6% | $4,696+14.8% | $4,876+10.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $340 | $10,906-96.9% | $9,244-96.3% | $10,885-96.9% |