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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 | $14,298 | $185,225-92.3% | $142,898-90.0% | $167,553-91.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.68% | 8558.12%-8546.4pp | 5639.64%-5628.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $389 | $5,607-93.1% | $4,146-90.6% | $4,840-92.0% |
| Participant deferral / active EE | $389 | $4,496-91.3% | $3,838-89.9% | $6,343-93.9% |
| Admin fee / account holder | $5,537 | $8,032-31.1% | $6,560-15.6% | $12,316-55.0% |