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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 | $5,735 | $160,040-96.4% | $147,096-96.1% | $145,877-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,650 | $5,289-49.9% | $4,936-46.3% | $4,663-43.2% |
| Participant deferral / active EE | $3,973 | $8,429-52.9% | $8,071-50.8% | $6,691-40.6% |
| Admin fee / account holder | $3,190 | $15,050-78.8% | $13,005-75.5% | $13,402-76.2% |