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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 | $7,991 | $156,398-94.9% | $147,318-94.6% | $138,895-94.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,712 | $4,853-44.1% | $4,593-41.0% | $4,194-35.3% |
| Participant deferral / active EE | $5,423 | $8,237-34.2% | $7,906-31.4% | $6,396-15.2% |
| Admin fee / account holder | $878 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |