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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 | $14,336 | $176,077-91.9% | $159,455-91.0% | $167,518-91.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.07% | 331.83%-290.8pp | 263.63%-222.6pp | 478.71%-437.6pp |
| Employer contribution / active EE | $2,455 | $5,298-53.7% | $4,830-49.2% | $4,838-49.3% |
| Participant deferral / active EE | $4,532 | $7,751-41.5% | $7,353-38.4% | $6,342-28.5% |
| Admin fee / account holder | $1,346 | $12,556-89.3% | $10,800-87.5% | $12,312-89.1% |