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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 | $6,680 | $160,070-95.8% | $147,117-95.5% | $145,897-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.34% | 98.69%-79.3pp | 420.54%-401.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,167 | $5,285-77.9% | $4,932-76.3% | $4,663-75.0% |
| Participant deferral / active EE | $4,145 | $8,419-50.8% | $8,065-48.6% | $6,689-38.0% |
| Admin fee / account holder | $7,253 | $15,035-51.8% | $12,993-44.2% | $13,390-45.8% |