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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 | $13,506 | $202,342-93.3% | $172,753-92.2% | $152,909-91.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.58% | 1029.88%-1012.3pp | 803.00%-785.4pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,778 | $5,857-69.6% | $5,144-65.4% | $4,764-62.7% |
| Participant deferral / active EE | $4,800 | $5,948-19.3% | $5,198-7.7% | $5,851-18.0% |
| Admin fee / account holder | $3,068 | $17,112-82.1% | $13,956-78.0% | $11,601-73.6% |