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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 | $9,233 | $100,895-90.8% | $90,430-89.8% | $158,950-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.48% | 1725.54%-1694.1pp | 1293.73%-1262.3pp | 302.91%-271.4pp |
| Employer contribution / active EE | $3,566 | $3,689-3.3% | $3,262+9.3% | $4,762-25.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $941 | $6,505-85.5% | $5,613-83.2% | $11,248-91.6% |