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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 | $5,197 | $99,031-94.8% | $86,597-94.0% | $147,585-96.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.90% | 1312.56%-1303.7pp | 964.96%-956.1pp | 578.57%-569.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,165 | $3,972-70.7% | $3,609-67.7% | $5,439-78.6% |
| Admin fee / account holder | $1,919 | $5,711-66.4% | $4,906-60.9% | $10,885-82.4% |