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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 | $7,133 | $106,003-93.3% | $92,236-92.3% | $147,585-95.2% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 17.98% | 50.05%-32.1pp | 176.29%-158.3pp | 578.57%-560.6pp |
| Employer contribution / active EE | $6,227 | $4,333+43.7% | $3,679+69.2% | $4,876+27.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $867 | $6,333-86.3% | $5,194-83.3% | $10,885-92.0% |