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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 | $9,473 | $150,447-93.7% | $136,298-93.0% | $147,586-93.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 59.85% | 1049.15%-989.3pp | 5156.27%-5096.4pp | 578.59%-518.7pp |
| Employer contribution / active EE | $1,432 | $5,256-72.8% | $4,696-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $10,546 | $6,631+59.0% | $6,247+68.8% | $5,439+93.9% |
| Admin fee / account holder | $900 | $10,906-91.7% | $9,244-90.3% | $10,886-91.7% |