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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 | $2,371 | $202,342-98.8% | $172,753-98.6% | $152,909-98.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,855 | $5,857-68.3% | $5,144-63.9% | $4,764-61.1% |
| Participant deferral / active EE | $2,833 | $5,948-52.4% | $5,198-45.5% | $5,851-51.6% |
| Admin fee / account holder | $2,598 | $17,112-84.8% | $13,956-81.4% | $11,601-77.6% |