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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 | $13,036 | $202,342-93.6% | $172,752-92.5% | $152,897-91.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 95.72% | 1029.83%-934.1pp | 802.97%-707.2pp | 345.43%-249.7pp |
| Employer contribution / active EE | $1,828 | $5,858-68.8% | $5,144-64.5% | $4,764-61.6% |
| Participant deferral / active EE | $4,946 | $5,948-16.8% | $5,198-4.8% | $5,851-15.5% |
| Admin fee / account holder | $8,589 | $17,111-49.8% | $13,955-38.5% | $11,599-26.0% |