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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 | $14,301 | $160,059-91.1% | $140,019-89.8% | $135,380-89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.13% | 911.48%-911.6pp | 651.17%-651.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $6,649 | $6,420+3.6% | $5,605+18.6% | $4,779+39.1% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $153,948 | $13,328+1055.1% | $10,705+1338.0% | $10,828+1321.7% |