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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 | $100,911-90.9% | $90,440-89.8% | $158,966-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.48% | 1726.62%-1695.1pp | 1294.38%-1262.9pp | 302.95%-271.5pp |
| Employer contribution / active EE | $3,566 | $3,690-3.4% | $3,263+9.3% | $4,762-25.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $941 | $6,507-85.5% | $5,615-83.2% | $11,250-91.6% |