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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 | $3,022 | $100,938-97.0% | $90,461-96.7% | $158,982-98.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 13.93% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $677 | $3,691-81.7% | $3,264-79.3% | $4,763-85.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $970 | $6,510-85.1% | $5,617-82.7% | $11,252-91.4% |