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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 | $3,333 | $149,040-97.8% | $120,225-97.2% | $137,256-97.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.92% | 605.68%-584.8pp | 439.23%-418.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $200 | $4,350-95.4% | $3,475-94.2% | $4,156-95.2% |
| Participant deferral / active EE | $768 | $4,655-83.5% | $3,999-80.8% | $6,407-88.0% |
| Admin fee / account holder | $723 | $6,348-88.6% | $5,696-87.3% | $12,270-94.1% |