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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 | $6,567 | $100,911-93.5% | $90,440-92.7% | $158,966-95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.98% | 1726.62%-1716.6pp | 1294.38%-1284.4pp | 302.95%-293.0pp |
| Employer contribution / active EE | $1,513 | $3,690-59.0% | $3,263-53.6% | $4,762-68.2% |
| Participant deferral / active EE | $4,435 | $4,348+2.0% | $3,964+11.9% | $5,983-25.9% |
| Admin fee / account holder | $14,183 | $6,507+118.0% | $5,615+152.6% | $11,250+26.1% |