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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 | $7,535 | $138,114-94.5% | $125,391-94.0% | $134,545-94.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.65% | 750.88%-748.2pp | 572.41%-569.8pp | 418.37%-415.7pp |
| Employer contribution / active EE | $1,212 | $5,246-76.9% | $4,816-74.8% | $4,742-74.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $530 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |