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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 | $7,752 | $202,342-96.2% | $172,753-95.5% | $152,909-94.9% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.8pp |
| Annual return | 115.83% | 1029.88%-914.0pp | 803.00%-687.2pp | 345.46%-229.6pp |
| Employer contribution / active EE | $1,525 | $5,857-74.0% | $5,144-70.4% | $4,764-68.0% |
| Participant deferral / active EE | $2,157 | $5,948-63.7% | $5,198-58.5% | $5,851-63.1% |
| Admin fee / account holder | $402 | $17,112-97.6% | $13,956-97.1% | $11,601-96.5% |