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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 | $7,880 | $180,749-95.6% | $160,784-95.1% | $137,256-94.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.30% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,066 | $6,844-69.8% | $6,293-67.2% | $6,407-67.8% |
| Admin fee / account holder | $397 | $10,397-96.2% | $9,717-95.9% | $12,270-96.8% |