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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 | $13,829 | $180,462-92.3% | $154,111-91.0% | $135,379-89.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.77% | 888.17%-887.4pp | 735.18%-734.4pp | 519.79%-519.0pp |
| Employer contribution / active EE | $7,373 | $6,036+22.2% | $5,298+39.2% | $4,779+54.3% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $834 | $16,145-94.8% | $13,411-93.8% | $10,828-92.3% |