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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 | $7,753 | $106,008-92.7% | $92,240-91.6% | $147,586-94.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.65% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $13,249 | $4,333+205.7% | $3,680+260.0% | $4,876+171.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,986 | $6,333-21.3% | $5,194-4.0% | $10,886-54.2% |