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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 | $6,396 | $99,011-93.5% | $86,582-92.6% | $147,586-95.7% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 25.80% | 1312.75%-1287.0pp | 965.08%-939.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $330 | $3,132-89.5% | $2,839-88.4% | $4,876-93.2% |
| Participant deferral / active EE | $1,520 | $3,972-61.7% | $3,609-57.9% | $5,439-72.1% |
| Admin fee / account holder | $916 | $5,709-84.0% | $4,904-81.3% | $10,886-91.6% |