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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 | $6,100 | $84,685-92.8% | $73,836-91.7% | $125,389-95.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 18.46% | 3123.80%-3105.3pp | 2268.06%-2249.6pp | 282.24%-263.8pp |
| Employer contribution / active EE | $1,170 | $3,123-62.5% | $2,787-58.0% | $4,866-76.0% |
| Participant deferral / active EE | $1,179 | $3,993-70.5% | $3,583-67.1% | $5,352-78.0% |
| Admin fee / account holder | $978 | $5,694-82.8% | $4,882-80.0% | $9,541-89.8% |