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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 | $231,305 | $224,072+3.2% | $220,428+4.9% | $254,173-9.0% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 7.11% | 99.74%-92.6pp | 90.61%-83.5pp | 259.17%-252.1pp |
| Employer contribution / active EE | $36,607 | $35,080+4.4% | $32,730+11.8% | $41,471-11.7% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $795 | $13,610-94.2% | $12,805-93.8% | $21,502-96.3% |