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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 | $10,601 | $166,242-93.6% | $165,071-93.6% | $145,884-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.25% | 100.44%-47.2pp | 70.17%-16.9pp | 551.85%-498.6pp |
| Employer contribution / active EE | $2,281 | $5,283-56.8% | $4,347-47.5% | $4,662-51.1% |
| Participant deferral / active EE | $6,157 | $6,964-11.6% | $6,035+2.0% | $6,690-8.0% |
| Admin fee / account holder | $483 | $16,658-97.1% | $12,695-96.2% | $13,392-96.4% |