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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 | $25,226 | $160,059-84.2% | $140,019-82.0% | $135,379-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.41% | 911.44%-910.0pp | 651.15%-649.7pp | 519.79%-518.4pp |
| Employer contribution / active EE | $2,433 | $6,420-62.1% | $5,605-56.6% | $4,779-49.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,010 | $13,328-84.9% | $10,705-81.2% | $10,828-81.4% |