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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 | $6,366 | $148,623-95.7% | $135,974-95.3% | $139,466-95.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.71% | 79.30%-35.6pp | 68.30%-24.6pp | 373.66%-330.0pp |
| Employer contribution / active EE | $1,877 | $5,246-64.2% | $4,859-61.4% | $4,754-60.5% |
| Participant deferral / active EE | $3,314 | $8,103-59.1% | $7,760-57.3% | $6,712-50.6% |
| Admin fee / account holder | $1,079 | $12,406-91.3% | $10,767-90.0% | $11,409-90.5% |