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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 | $13,363 | $138,078-90.3% | $125,363-89.3% | $134,509-90.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.09% | 750.49%-748.4pp | 572.15%-570.1pp | 418.13%-416.0pp |
| Employer contribution / active EE | $2,759 | $5,245-47.4% | $4,815-42.7% | $4,741-41.8% |
| Participant deferral / active EE | $8,101 | $7,800+3.9% | $7,447+8.8% | $6,400+26.6% |
| Admin fee / account holder | $334 | $11,566-97.1% | $10,005-96.7% | $11,427-97.1% |